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Plan For A New Year - Workbook

Plan For A New Year - Workbook


Grab the #1 guide to plan for the new year! In this 14-page workbook, Entrepreneurs will learn how to create a financial plan for the new year using a 4-step process;


Step 1 - Conduct a financial analysis to determine your current financial position.

Step 2 - Conduct a self-analysis to identify your strengths and weaknesses.

Step 3 - Create an annual financial plan that outlines your monthly business projections & estimates. 

Step 4 - Learn key strategies for executing your financial plan and reaching your financial goals.


This is an instant download digital product, no physical product will be shipped. For proper use, it's highly recommended to print this workbook or download the file on an iPad/tablet. Happy Planning!!