Your Business Numbers Coach....Go to Your Next Level

Financial Planning Tool Kit


Get the tools you need to plan your personal and business financial success.



Build a financial plan for your business and plan for your personal financial independence with our Financial Planning Tool Kit.  These tools will help you achieve both your professional and personal financial success.

Tool Kit includes:

  • One Page Business Plan:  Documents in one page the key business planning criteria
  • My FI Number Model:  Our calculator provides you visibility into the financial independence number that you would need when exiting your business
  • FI Diagram: Provides a simple diagram to list out your income streams and the amount of money you need to add to your investments to meet your annual living expenses.  The additional investment amount is based on the percentage you expect to distribute annually from your investments.
  • 12 Month Basic Financial Model:  Use this simple 12-month financial model to document your company’s budget and cash flow plan