Most owners start the year with goals in their head but no clear way to connect those goals to their money, time, or decisions. This annual planning guide is designed to help you slow down, step back, and think clearly about what you actually want the year ahead to look like — personally and professionally.
In a focused 1–2 hour session, you’ll work through income needs, cash flow priorities, business initiatives, team plans, time allocation, and the risks you want to avoid repeating. By the end, you’ll have a grounded, thoughtful foundation you can use to turn intention into a real financial and operational plan — instead of reacting as the year unfolds.
If you’re ready to stop guessing and start the year with clarity, this guide is a strong place to begin.
