Do you know where your finances are taking you

and how you'll get there?

Time to stop wondering where your next clients and sales are coming from.

Plan your revenue goals and launches in bite-sized chunks, so you can take 

them from action to accomplished!





Introducing the Cash Flow Planner

Get accountability to stay on track with your budget, forecast

to reach your income goals, and manage your expenses, 

so you can step towards your quarterly milestones!



Forecasting and budgeting have never been easier.

Stop cringing every time you think about your financials!


The Cash Flow Planner will help guide you to...


  • Plan your annual revenue (and income!) goals that feel good and achievable

  • Build your quarterly content strategy that's mapped to your income goals

  • Complete the loop in your financials so you're prepared to grow and scale your business

Plan your revenue roadmap with the Cash Flow Planner

Here's how we'll get started.

  • Set and score your annual goals

    Build your revenue and income through your products, services and pricing.

  • Plan your expenses and taxes

    Capture your subscriptions, business overheads, cost of goods to project your income.

  • Build your Quarterly Revenue Strategy

    Build your launch timelines, content plan, and promotions.

  • Measure and monitor your progress

    Record your actual results to measure your forecast.

What's included?

4 Planning

Video Guides

1 Optimized 


1 x 75 Min

Planning Session


 + How to use the planner     

+ How to keep accountable

What our clients have said

omg @Tee, we need your tracking system, I was just telling Marie that there's probably a better way than "let's look at our Google calendar and see what happened to us last month" This is why you're SO needed for copywriters!  😂


Copywriter + Messaging Strategist





Cash Flow Planner has helped me immensely with my money goals! Before using it, I had broad and general ideas for hitting my monthly income with no real direction on how I'd do it. After implementing Cash Flow Planner, my knowledge and understanding of my numbers has helped me hit my biggest month yet, and helps me set clear income and revenue goals and how to reach them month after month!


Copywriter + Content Strategist

Ready to understand your numbers

(and get excited about them)?

Start planning your revenue, expenses, income and

content with the Cash Flow Planner!

Frequently Asked Questions

Is the workbook document editable?

Do you offer a refund policy?

What are the “Terms of Use” for The Templates?

Can I hand this off to my assistant?

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