The Profit Planner: Foundations


Profit Planner is financial management in bite-size pieces. We make it easy because it doesn’t actually have to be that hard. Even though it seems like it is.

The Profit Planner breaks down into weeks, then days, then tasks.

Every week you get:

  1. A weekly goal that concentrates on running a more profitable business.
  2. Daily tasks (and detailed, non-nerdy explanations) on how to complete the task, which feeds back into the weekly goal. Okay, maybe it gets a little nerdy.

Every day you get:

  1. Plenty of open space to write YOUR goals.
  2. A prioritized task list for your three most important tasks.
  3. A Notes section to help you complete the daily tasks and reflect on what you’re learning.
  4. A daily calendar from 6:00 am —9:30 pm (because entrepreneurs are busy people) that’s designed for entrepreneurs and families. Keep all your busy appointments together.
  5. Additional schedule and notes space for Saturday/Sunday planning.
  6. Most of all—the increased profits that come from all this thorough planning and education!
SKU: Foundations Category:


Get savvy about planning your finances and setting (and achieving) your business goals with
the Profit Planner!

Made for entrepreneurs by an entrepreneur, it’s so much more than a place to list off your todo’s! Designed to help you grow your profits without the extra headache, the Profit Planner
offers an intuitive planning method that will help you get up close and personal with your
goals and budget to increase your bottom line.

This practical business tool is filled with weekly no-nonsense financial advice and built-in
weekly goals and daily tasks designed to help you get organized and build the financial
confidence that will lead you to the success you deserve.


1. Identify your business priorities: All effective business planning starts with a clear
understanding of what you want to achieve. The Profit Planner helps you identify key areas
for growth and improvement, so you can formulate a concrete action plan.

2. Take action: By offering a weekly goal and three daily tasks, the Profit Planner gets you up
and getting things done! Taking action isn’t just about completing a series of tasks, it’s also
about building confidence and seeing your hard work pay off.

3. Establish a routine: Slow and steady wins the race! It can be tempting to put off daunting
tasks and then try to get everything done in one day, but that’s a recipe for burnout. The Profit
Planner shows you that it is the daily practice of taking one or two or three concrete steps
towards your goals is what eventually brings you there.


– 12-week business planner, designed to help you plan by the quarter

– Weekly financial education content with coordinated weekly goals and daily tasks to help
you plan and follow-through

– Weekday and weekend full day (6 AM – 9:30 PM) schedule to help you plan work and life
each week

– Plenty of space to write down personal goals, notes, and reflections

– FREE online video tutorial included helping you get the most out of the Profit Planner

Questions? Message me!