Financial planning for your small business should be intentional, strategic, and actionable. In this episode, I share insights from a recent client conversation that will guide your approach to setting 2025 financial goals differently. Let’s move beyond arbitrary numbers and build a plan that sets you up for success!

Topics Covered:

• Why not every financial goal requires a formal strategy session and when to skip the call with your finance expert.
• The importance of aligning your financial goals with your business’s growth phase and investment opportunities.
• How to set tactical, actionable goals that directly support revenue growth.
• The value of leveraging warm leads and existing relationships for faster conversions.
• The role of a financial plan.

Don’t just throw numbers up on awol and call it a financial plan! Plan your year with purpose!

Let’s chat about your financial goals! Shoot me a DM on Instagram, and let’s connect.

Staci's Links:
Instagram. Website.

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Head over to my website https://www.stacimillard.com/ to grab your FREE copy of my Profit Playbook and receive 30 innovative ways you can add more profit to your business AND the first step towards implementing these ideas in your business!