Episode 22: The Financial Planning Every CEO Needs To Do Every Year
Only 1.9% of women ever grow their business to seven figures, and if that is your goal, this episode is about making sure the money side of your business can actually get you there. I'm continuing my strategic planning series with the finances section, the one part of the plan that most owners avoid the longest even though it decides whether the business is actually profitable. I walk through the exact questions I use every year, from setting quarterly revenue targets that don't look the same every quarter, to finally deciding what a living wage actually looks like for you as the owner. I also get honest about why paying yourself well is not something to feel guilty about, even in a health or wellness business built on service. If numbers make your stomach drop a little, this episode will help you look at them anyway.
In this episode:
The statistic that stops me every time... only 1.9% of women ever grow a business to seven figures
Why your quarterly revenue goals should NOT all look the same (and the seasonal example from my own practice)
The living wage question most service-based business owners are afraid to ask themselves
How to actually find your most profitable revenue source instead of guessing
The one thing you should never do... add a new revenue stream before checking this first
Why I built an entire retreat morning around sitting with your numbers in community
Take Action:
Pull up the free template, download it, and fill in your revenue numbers for the finances section, then just look at where you stand year to date.
Resources from this episode:
The Unfiltered Female CEO Newsletter — sign up at wellwomenbusiness.com
Well Women Business CEO Reset Retreat — Costa Rica, January 15–19, 2027 (application only)
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