A High-Performance Financial Review System for Founders, CEOs, and Business Leaders
Who This Is For:
You’re a high-performing Founder, CEO, or business leader who’s great at growth—but still feel reactive when it comes to your finances. You’re hitting revenue goals, but you want more control. You’re scaling fast—and you know your next level requires sharper visibility, smarter decision-making, and a monthly money rhythm that actually supports your business & personal goals.
Why Choose This Product:
Because tracking your bank balance isn't the same as leading your business with financial clarity. This workflow is your monthly money leadership ritual. In just 60 minutes each month, you’ll stop flying blind and start running your business with specificity—so you can make confident, strategic, and profitable decisions with ease.
What You'll Get:
- The Monthly Money Mastery™ Checklist (PDF + Editable Google Doc)
- A fully built Asana + CSV Task Template (for project management tools like Asana, ClickUp, etc.)
- A plug-and-play 12-Month Dashboard to track revenue, profit, cash, and goals
- A powerful Year-in-Review Worksheet to assess growth, gaps, and next moves
- A printable Money Date Planner Sheet
- A quick-start Loom-style video walkthrough to help you implement the system fast
A curated Spotify Playlist to keep your monthly “Money Date” energizing and focused
The Impact:
When you implement Monthly Money Mastery™, you’ll…
- Know exactly where your money is going—and where it should go next
- Spot risks early and course-correct with confidence
- Lead your business with stronger cash flow, sharper strategy, and less financial stress
- Build a high-performance habit that compounds your clarity, control, and confidence
- Align your financial decisions with your business and personal goals—every single month
Take the Next Step:
You don’t need more spreadsheets.
You need a system that helps you think, lead, and grow like a high-performance CEO.
👉 Get Monthly Money Mastery™ now and take control of your financial future.
Your next level starts with this month’s Money Date.