Category Archive: Financial Planning Templates

Decisive 6 Figure Revenue Template
Michele A Scism - The Results Lady, Social Media and Online Marketing Strategist

If you are a coach, consultant, author, speaker, trainer or want to be any of those things then there is an industry model that makes it easy for you to add 6 figures to your business if you don’t over complicate it. Michele A. Scism shares how she built her coaching practice to the $500,000 mark in less than 4 years and provides a complimentary template for you to use to build your own business.

Offered By Michele A Scism

Tracking Numbers to Build Your Business – Spreadsheet

Money Magic Spreadsheet

Karen Cappello shares her very simple yet powerful resource with you that she uses with her VIP clients. The Money Magic sheet is a weekly tracking spreadsheet that you can easily put into practice in your own business.

Offered By Karen Cappello
Format/Delivery: Download Excel Spreadsheet

Monthly Revenue Tracker
& Average Revenue Rate Video Tutorial
Sandra P. Martini - Business Growth & Marketing Expert

One of the most critical, and often overlooked, things in business is to choose a monthly revenue target and track your revenue daily. This Average Monthly Revenue Tracker not only does that, it shows you a method to ensure your revenue goals are reachable.

Offered By Sandra P. Martini

My Financial Control 100
Nina East - Wordpress Customization & Setup Expert

Assess your level of financial organization, using this tool. Then, identify areas for focus. The intention is to help you become financially well organized and to create a plan that will make you bullet proof. (You may also learn you are already among the best!) It focuses on four areas of your finances: Personal Finances; Borrowing & Saving; Financial Planning; and Business Finance.

Offered By Nina East