Define Your Destination.
Design Your Journey.
Most business planning tools start with the business. We start with you—because what's the point of building a business that doesn't support your life?
THE PROBLEM
Traditional Planning Gets It
Backwards
No Personal Integration
Build your model, then hope it meets your lifestyle needs.
Key Insights Are Buried
Hard to extract actionable guidance from a sea of data.
Static
Written reports and Excel files require time and/or money to update.
There's a better way.
OUR APPROACH
Two Steps to Business Clarity
Define Your Destination:
"I need $6,450/mo to quit my job and hit my savings goal."
We call this your Freedom Number
Your Personal Financial Audit
Input your current finances, expenses, and goals. We calculate the exact additional income you need to live your ideal life.
Real Tax Calculations
Accounts for federal, state, FICA, and local taxes across all your income sources. See your true take-home.
Scenario Planning
Model life changes: What if you quit your W2? Move to a different state? Buy a rental property? Sell investments?
Design Your Journey:
"20 clients at $640/mo will cover my business & living expenses, taxes, and savings goal, but it'll take me 17 months and ~$32K to get there.
If I raise my average price to $790/mo, I'll get there in 9 months and need ~$26K."
We call this your Blueprint
Professional Business Model
Build a 24-month forecast, with Wall Street-grade sophistication, to see when your business will generate enough to hit your Freedom Number.
Personal Integration
See exactly how your business profits translate to personal income.
Advanced AI and Human Support
Our specialized researcher and advisor agents see and respond to your results in real-time; for nuances they can't answer, schedule time with our experts.
WHY IT WORKS
Research-Backed Approach
Setting clear goals and creating a flexible, action-oriented plan is the recipe for success
higher achievement rate when goals are written down and measured
Dr. Gail Matthews, Dominican University of California (2015)
faster growth for businesses that engage in planning
Burke, Fraser, & Greene, Journal of Management Studies (2010)
of founders report success after pivoting their business plan
Harvard Business School & Founders Network survey