The Best Financial Tools to Grow your Business.

Welcome to the resource area, an area where you can get financial templates for your business, and my personally-curated list of the best tools to launch and grow your business.

Financial Templates

Below is a list of financial templates and tools that I have personally built and use on a daily basis to stay on track and ahead.

Financial Goal Setting Template

Step into your financial power in your business.  The Financial Planner will help you set annual financial goals for the year, and stay accountable each month. The template includes a video series to help you stay on track!

Access the Template
laptop computer on glass-top table

Annual Budget Template

Create your annual budget and sales goals for your business. This template gives you a 12-month view of your sales, cost of sales, and operating budget. The template includes a video series to help you stay on track!

Access the Template

Other Resources for Your Business

Below are some of the tools that I use from third parties to automate my business and stay on track.

Project Management

One of the simplest tools for project management is Trello. You can create customizable boards, add your team, and stay on track!

Try Trello

Marketing Automation

There are a lot of tools out on the market for marketing automation. The one that I prefer the most is ConvertKit. It is affordable, allows you to build automated emails, and integrates into most websites.

Try ConvertKit