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A professional strategic plan in 3 steps

Planning your future can seem overwhelming. Let me remove the stress by guiding you through my white-glove approach to strategic planning. At the end of the project you'll have an actionable plan that clearly articulates where you want to go, how you'll get there, and where you are on the journey.

1. Opportunity and risk analysis

2. Cashflow and profitability forecasting

2. Cashflow and profitability forecasting

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See the whole picture.


You need to know where you are before you can know where you’re going. And it’s easier to plot your course when you have a clear understanding of the lay of the land. Opportunity and risk analysis starts with a deep dive into your business and the environment in which it operates.

2. Cashflow and profitability forecasting

2. Cashflow and profitability forecasting

2. Cashflow and profitability forecasting

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Get a handle on the money part of the equation.

You went into business to satisfy a consumer need. You keep doing what you do because it‘s a personal passion. But at the end of the day, you can only stay in business as long as the money part of the equation works.

3. Strategic planning

2. Cashflow and profitability forecasting

3. Strategic planning

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Planning that works for you.


Planning is an ongoing process. With my in-depth approach, we’ll define your short- and long-term goals, then chart a path to your future vision of success. Yes, you’ll have a document, but it’s a living document that helps you measure and adjust your progress along the way. 

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Ready for an introduction?


Schedule a complimentary meeting with Brad! 


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