Learn how to develop and implement a long-range plan

Find out how to take a good look at where you are now and develop an action plan to  get where you want to be.  Learn how to develop a good financial plan for both your business and personal life.

This is an important workshop for any executive or owner that needs to plan for a bright future.  

You Will Learn:

  • How to make a short-range plan.

  • How to make a long-range plan.

  • The 6 pillars of good financial planning.

  • How to achieve your financial goals.

  • How your business financial plans relate to your personal financial planning.

  • How to create action plans to get things done.


This gave me a road map for the expansion of our shop. It made the process much more focused. Thank you! – C.L. 


I learned so much! I need to set goals and drill the plans down to manageable increments. I need to assess the data and information when making decisions. Instructor was engaging and pleasant…he was great! – D.H.  

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We’ve got the answers. Get the details on how you can grow in this course.

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