finance savvy ceo

Financial Plan Overview

12–14 week engagement where I partner directly with you as CEO to:

This engagement is designed specifically with the understanding that you are ready to grow with intention and make confident CEO-level decisions.

  • Clarify your vision and priorities for the next 12 months
  • Translate that vision into a focused 1-year strategic plan
  • Align your revenue, profit, and cash targets with that strategic plan
  • Provide 3 months of ongoing advisory support once the plan has been solidified so you’re not implementing alone

Engagement Objectives

Over the course of this engagement, we will focus on:

Approach & Phases

The engagement is structured in three phases:

Phase 1

Discovery & Diagnostic (~Weeks 1–2)

  • CEO intake questionnaire
  • Review of key documents (e.g., P&L, current offers, org chart, current goals)
  • 90-minute CEO Deep Dive Strategy Session to understand:
    • Current state of the business
    • Financial state, ie Revenue streams
    • Capacity and resourcing overview (who/what is needed)
    • Short- and long-term goals
Phase 1

Phase 2

1-Year Strategic Plan (~Weeks 2–3)

Based on the discovery work, I will develop a 1-Year Strategic Plan that will typically include:

  • Vision & Positioning Summary
  • 3–5 Primary Strategic Priorities for the year
  • Quarter-by-Quarter Focus Areas
  • Objectives & KPI Targets for the next 12 months
  • A clear, staged step-by-step action roadmap (what happens now, next, and later)

You will receive your plan as a PDF plus an editable version that you can adjust and refer back to all year.

Phase 2

Phase 3

1-Year Aligned Financial Plan (~Weeks 3–5)

Based on the final strategic plan, I will develop a 1-Year Financial Plan that aligns to the strategic plan objectives. It will typically include:

  • Revenue Plan
  • Expense Plan
  • Profit Plan
  • Cash Map
  • KPI Dashboard

You will receive your financial plan as an editable document that you can adjust and refer back to all year.

Phase 3

Phase 4

3-Month Advisory & Implementation Support (Weeks 5–14)

Once the plan is in place, the focus shifts to implementation and decision support. Over a 3-month period, we will:

  • Review performance against the plan
  • Adjust priorities based on real-time learnings
  • Support you in making key strategic and financial decisions
  • Keep your attention on the highest-impact moves

The level of advisory and implementation support you receive depends on the option you select below.

Phase 4

Proposed Timeline

A typical timeline (exact dates to be aligned upon signing):

  • Week 1–2: Discovery, document review, CEO Deep Dive Strategy Session
  • Week 2–5: Development and delivery of 1-Year Strategic & Financial Plan
  • Week 5–14: 3 months of advisory and implementation support per selected option
  • Provide 3 months of ongoing advisory support once the plan has been solidified so you’re not implementing alone

Engagement Options

Over the course of this engagement, we will focus on:

Proposed Timeline

A typical timeline (exact dates to be aligned upon signing):

  • Week 1–2: Discovery, document review, CEO Deep Dive Strategy Session
  • Week 2–5: Development and delivery of 1-Year Strategic & Financial Plan
  • Week 5–14: 3 months of advisory and implementation support per selected option
  • Provide 3 months of ongoing advisory support once the plan has been solidified so you’re not implementing alone