The Profit Planner

Know Your Numbers. Grow Your Profits.

The Profit Planner Is Your CEO Secret Weapon for Building a Purpose-Driven, Profitable Business

You didn’t launch your business just to hustle. You launched it to create impact, generate wealth, and live in alignment with your values. But let’s be honest—if you don’t know your numbers, you don’t know your business.

The Profit Planner is a powerful, plug-and-play financial forecasting tool designed for visionary entrepreneurs like you who are building aligned, impactful businesses who need real clarity around what it takes to stay profitable, sustainable, and in control.

What Is the Profit Planner?

The Profit Planner is a proprietary spreadsheet tool (no complicated software here) that walks you through every critical number in your business; without requiring you to be a math whiz. Whether you're marketing organically, running ads, or using a blend of both, this tool shows you exactly how your offers, pricing, and expenses come together to create profit... or not. It’s not just about revenue. It’s about what you actually keep. And now, you’ll know that number with confidence.

How You'll Use It:

With just your numbers and our simple plug-in format, you’ll:

• Calculate your monthly overhead and know exactly what it takes to run your business.
• Forecast your revenue and profit across multiple offers; even if your business uses different marketing strategies.
• Break down your service delivery costs to ensure every program is priced for sustainability.
• Understand how each offer contributes to (or takes away from) your profit goals.

All you need to do? Fill in the yellow fields and let the planner do the work.

You're Going to Learn:

The exact number of clients you need at each price point to reach your profit goals.

If your pricing is sustainable based on delivery costs and time.

Whether your marketing strategy (paid or organic) is setting you up for profit or burnout.

How to assess whether that “low-ticket” offer is secretly draining your business.

What's Inside?

• Monthly Expense Calculator – Know your numbers so you’re never caught off guard.
• 4 Forecast Tabs – Whether you market organically, with ads, or both, there’s a forecast designed for your model.
• Detailed Program Expense Tracker – Calculate costs for coaching, training, onboarding, and delivery with real accuracy.
• Break-Even Analysis – Determine exactly how many clients you need to profit from each offer.
• Flexible, CEO-Level Forecasting – Make informed decisions as you scale.

The Profit Planner is perfect for Coaches, Consultants, Course Creators, Agencies, and Service Providers who want to ensure their offers are profitable.

If you can't hire a CFO right now but need some help with the financial planning for your business, this is what you need.

With the Profit Planner, you’ll start thinking, planning, and profiting like the CEO you are.

No fluff. No guesswork. Just strategy, simplicity, and clarity.

Ready to Take the Guesswork Out of Your Profit Plan?

 Grab the Profit Planner now and start building a business that pays you back. Because success isn’t just about making money; it’s about keeping it.