Money Mastery Bundle
Access Your Bonus templates Below
save a copy of Your
âBusiness Planâ Template
đĄ The Mastery Business Plan was designed for coaching and personal brand businesses. Distill your overarching business vision, your WHY, who you uniquely serve, and how you serve as a coach so you gain more clarity and more easily create a strategic plan with aligned goals and actions.
*To edit and use the template: go to File >> Make a copy >> and then save the copy to your Drive.
Save a copy of your
âQuarterly & Monthly Action Planâ
â Make steady, measurable progress with quarterly and monthly templates to map your biggest goals, and break them down into smaller milestones and actions so you're always clear on what to be working on.
*To edit and use the template: go to File >> Make a copy >> and then save the copy to your Drive.
Save a copy of your
â6-Figure Business Calculatorâ
đ° A done-for-you calculator with coaching industry averages already built in so you can plug in your own numbers and see what it would take to achieve 6-figures in your business.
*To edit and use the template: go to File >> Make a copy >> and then save the copy to your Drive.
save a copy of Your
âDream Clientâ Profile
đ€© Get totally clear about your most ideal, awesome, *pinch-me* client so you can cater your messaging and offerings to speak directly to themâthey wonât be able to resist working with you!
*To edit and use the template: go to File >> Make a copy >> and then save the copy to your Drive.
Save a copy of your
âMonthly Financial Statements Reviewâ Template
âïžÂ Use this template to get in the habit of reviewing your financial statements on a monthly basis so you can make empowered and aligned decisions about your business.
*To edit and use the template: go to File >> Make a copy >> and then save the copy to your Drive.
save a copy of Your
âThe Transformational Wealth Mapâ
đ Plan, track, growâcreate financial clarity and build wealth by spending just 10-15 minutes a month with my comprehensive, easy-to-follow roadmap that allowed me to build my personal wealth alongside growing my business.
*To edit and use the template: go to File >> Make a copy >> and then save the copy to your Drive.
Save a copy of your
âBudget Worksheetâ
đ A step-by-step guide to help you become more empowered around your finances by preparing an annual budget to review and aim for.
*To edit and use the template: go to File >> Make a copy >> and then save the copy to your Drive.
save a copy of Your
10 Step âRevenue
Expansionâ Challenge
đ©đŒâđ€âđ©đœÂ Sign new dream clients into your coaching offers with these 10 guided steps complete with instructions, prompts and checklists so you can track your progress and effectively increase your revenue!
*To edit and use the template: go to File >> Make a copy >> and then save the copy to your Drive.
Save a copy of your
10 Step âMaster the Mediaâ Challenge
đŹÂ Increase media coverage for your business with interviews, guest posts and expert contributions with these 10 easy steps. Itâs your moment to get âPitch Perfectâ and amplify your message.
*To edit and use the template: go to File >> Make a copy >> and then save the copy to your Drive.
save a copy of Your
5 Step âOutsourcingâ Challenge + Exercise
đââïž Step into and embody the CEO role in your business. This challenge will help you create systems to powerfully delegate work in your business so you can spend less time doing busywork and more time in your zone of genius.
*To edit and use the template: go to File >> Make a copy >> and then save the copy to your Drive.