Profit Plan - Quarterly Review
Join Marissa Loewen for an intensive working session to review and plan your next 12 months of business growth. Whether you're revisiting your numbers or mapping them out for the first time, this workshop will help you create a realistic financial forecast that supports both you and your business in thriving.
What We'll Cover:
Creating a comprehensive annual budget that includes both personal and business needs
Calculating your true income requirements, including often-forgotten expenses like retirement, savings, and self-care
Understanding how to structure your revenue across different seasons of your business
Setting up your financial forecast to support future growth and team expansion
Learning how to incorporate profit planning into your pricing strategy
This Workshop is Perfect For You If:
You want to stop guessing at your pricing and know exactly what you need to charge
You're ready to plan for business growth but aren't sure what numbers to target
You need to review your current financial goals and adjust for the next quarter
You want to create a business that genuinely supports your life and wellbeing
You're tired of working harder without seeing the financial results you need
What to Bring:
Your current financial records (if you have them)
A notebook or spreadsheet for calculations
Your current products and prices
An open mind about what's possible in your business
Special Note:
This workshop is designed to be highly interactive with opportunities for real-time support and questions. While we'll be working with real numbers, you never have to share your specific figures with the group unless you choose to do so.
Limited spots available to ensure personal attention for each participant.
Don't wait to hit burnout before looking at your numbers - join us to create a financial plan that supports both you and your business in thriving.