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.



Get the tools that you need to build a financial plan for your business and plan for your personal financial independence.  These tools will help you achieve both your professional and personal financial success.

  • One Page Business Plan….documents in one page the key business planning criteria
  • My FI Number Model….a calculator that provides you visibility into your financial independence number that you would need when exiting you business
  • 12 Month Basic Financial Model….a simple 12 months financial model to document your company’s budget and cash flow plan