Step into your financial power in your business. The Financial Planner will help you set annual financial goals for the year, and stay accountable each month. The template includes a video series to help you stay on track!

Workbook includes:

  • Business assessment
  • Formula to create 3 financial goals for the year and build an actionable plan to stick to them
  • 12 Monthly recap and planning worksheets to help you stay on track and assess your goals
  • Accompanying video series to help you complete the workbook