Who It’s For

● Business owners ready to scale but unsure how to structure their growth

● Founders facing a major decision (new offer, new market, expansion, hiring, etc.)

● Anyone feeling stuck or scattered, wanting a clear direction

● Clients who’ve already completed the Financial Pro Kit and want help applying insights to a bigger vision

What’s Included

● Deep-dive business analysis

We assess your financial performance, operational setup, and growth potential

● Custom growth roadmap

Clear goals, action steps, and timelines — backed by real numbers and achievable milestones

● Revenue + profitability planning

We model revenue scenarios and help you plan for pricing, margins, and scaling costs

● Operational capacity & cost planning

Whether it’s hiring, inventory, tools, or space — we help you plan for the “how” behind the growth

● 1:1 planning sessions

We walk through the plan together, adjust based on feedback, and support you as you move forward

● Optional deliverables

Forecasts, investor decks, hiring plans, breakeven models, expansion plans

Why It Matters

Because growth without a plan isn’t growth — it’s chaos.

When your decisions are grounded in data, structure, and vision, you can scale confidently and sustainably — without burning out or breaking your business.

Ready to Grow On Purpose?

Let’s build your plan — together.

Book your Business Planning & Growth Strategy session today and take the guesswork out of growth.