THE
INTENTIONALLY PROFITABLE
PLANNER^TM

because being
profitable is intentional

Are you a small business owner ready to take control of your finances and achieve your financial goals?

The Intentionally Profitable Planner, weekly money dates edition, to help turn your business financial goals into a reality.

We’re thrilled to unveil our brand-new ultimate Undated 12-Month Financial Planner and workbook, specially designed for small business owners to help you achieve your money goals and transform your financial trajectory – even if you’ve never had a financial process before or thought of finances makes your head spin.

“As a client of Marguerite I can tell you the MASSIVE growth of my business is directly attributed to investing in working with her.”

RUN - don't walk - to signing up for this. She has no idea I'm writing this completely unsolicited. If you are ready ti shift out of freelancer mode and into CEO mode, and you want to break out of limiting beliefs about your capacity to master money, get on this RIGHT NOW. That is all!! 👊🔥

“A great experience & investment, I'd highly recommend!”

Marguerite is an expert in her field and has been an integral part of how I consider my business finances. She's patient and thoughtful and considers specific business nuances throughout financial planning. There wasn't a question she couldn't answer!

Here's how “The Intentionally Profitable planner” will transform your financial management and ability to make smarter, more informed business decisions:

In the Intentionally Profitable Planner Weekly Edition, you will find the guidance, tools, and strategies to understand the financial side of your business so that you can step into your power as a Finance Savvy CEO and make smarter, more informed business decisions (even if finances currently give you the creeps!)

Comprehensive Annual, Quarterly, and Weekly Financial Tracking:

The Intentionally Profitable Planner covers every aspect of your finances, from budgeting and savings to debt repayment and investment tracking. Stay on top of your income, expenses, and financial goals effortlessly.

Goal-Oriented Layout:

Set clear financial goals and create actionable plans to achieve them. The Intentionally Profitable Planner guides you through the process of defining your objectives and breaking them down into manageable steps.

Annual, Quarterly, Monthly and Weekly Financial Views:

Get a bird's-eye view of your finances with annual, and quarterly overviews, and dive into the details with monthly and weekly tracking. Stay accountable to your financial plans’ week after week.

Revenue, Expense, and Profit and Loss Tracking & Tools:

Easily monitor your business income and expenses, identify sales and spending patterns, analyze your profitability, and make informed financial decisions. The Intentionally Profitable Planner simplifies the process, allowing you to focus on what matters most to financially grow your business. The Intentionally Profitable Planner also provides a clear picture of where your money is coming from and where it’s going, allowing you to increase your revenue and optimize your spending.

Cash Management Focus:

Stay on top of your cash flow with our intentional format that pushes you to put your cash top of mind so that you can ensure a healthy cash flow to support both your current and future growth needs.

KPI Tracking plus Financial Planning & Projections Tools:

Easily track and monitor your most critical Key Performance indicators. Create your financial plan & projections and then track and monitor your performance against your plan, leveraging the intuitive tools to help you make adjustments to your strategy and make better informed financial decisions.

Tax Savings, Cash Reserves, Your Owners Pay, and Investor and Loan Repayment Trackers:

Track your progress in building your cash reserves and tax savings, paying back loans and investors, and consistently paying yourself. Celebrate milestones along the way and stay motivated on your financial journey.

Financial Reflection and Review:

Take time to reflect on what your numbers are truly telling you. Reflect on the financial wins and challenges, learn from them, and adjust your strategies as needed. The Intentionally Profitable Planner helps you develop a proactive mindset toward your business finances.

Key benefits & features inside of the Intentionally Profitable Planner to accelerate your results:

Goal-Oriented Layout:

Set clear financial goals for your business and create actionable plans to achieve them. The Intentionally Profitable Planner guides you through the process of defining objectives and breaking them down into manageable steps.

Flexibility:

With an undated format, you have the freedom to start using the planner at any time. No more waiting for the perfect moment to get organized and take charge of your finances.

Comprehensive view of your business’s Financial Health:

Seamlessly see your key business finances in one place with comprehensive views, enabling you to stay organized and focused.

Enables better Tax Planning

Simplify and amplify your tax planning and strategizing by staying organized and proactively keeping up with your financial performance and expected financial direction. Essential for effective tax planning.

Hey there!

I'm Marguerite Pressley Davis

Founder & CEO of Finance Savvy CEO and the creator of the Intentionally Profitable Planner. I’m thrilled to invite you to be among the first to experience the power of the Intentionally Profitable Planner at a special pre-sell price of $57, PLUS as an exclusive benefit of purchasing during our pre-sell, you unlock the bonus of an invitation to the Intentionally Profitable Planner planning party – a live 1.5hr planning party hosted by yours truly, Forbes Next 1000, top business finance expert, where I’ll interactively walk you though setting up and using your planner for maximum success plus I’ll take live Q&A and select attendees to be in the hot seat for live only…ONLY available for pre-sell orders!

Don’t miss out on this opportunity to take charge of your finances and unlock your business’ financial potential. Secure your copy today of the Intentionally Profitable Planner and gain the critical tools and guidance you need to thrive financially in your business.

Remember, your financial success as a small business owner starts with taking control of your finances. Invest in yourself and your business. Make TODAY the day you turn your financial dream into reality by ordering your Intentionally Profitable Planner today! Don’t wait, only limited quantities available for pre-sell!

ORDER NOW + Here's what to expect next

Order Confirmation:

You will receive an email shortly with the details of your order and a summary of your purchase. Please keep this email for your reference.

Shipping and Delivery:

As you are aware this is a pre-sell, we are working diligently to ensure that your Intentionally Profitable Planner is ready for shipping to you by December 2023, just in time for your 2024 planning! We’ll of course keep you updated as we move closer to your delivery date!

Exclusive Access:

Through your purchase, now you are officially a part of the Finance Savvy CEO community and you’ll now gain exclusive access to our Intentionally Profitable online resource library, packed with valuable tools, templates, and additional resources to enhance your journey with the intentionally profitable planner. Look out for an email with instructions on how to access these resources via the special QR code inside of your Intentionally Profitable Planner.

Support and Community:

We believe in your success, and we’re here to support you every step of the way. If you have any questions or need assistance, please don’t hesitate to reach out to us at plannersupport@financesavvyceo.com. In the meantime, we also invite you to join our Facebook group of like-minded business owners at https://www.facebook.com/groups/financesavvyceo to connect, share insights, and inspire one another.

Don’t be shy!

Share this limited time opportunity with anyone you know who might be interested in a proven plan to gain control over their business finances and make more informed business decisions.

Pre-order The Intentionally Profitable Planner now, limited quantities available.

THE INTENTIONALLY PROFITABLE PLANNERTM

“As a client of Marguerite I can tell you the MASSIVE growth of my business is directly attributed to investing in working with her.”

“A great experience & investment, I'd highly recommend!”

THE
INTENTIONALLY PROFITABLE
PLANNER^TM