29. How to Quarterly Plan Your Finances

In this episode, I dive into the importance of quarterly planning for both your business and personal finances. The significance of understanding your numbers helps you make informed decisions and achieve your financial goals. From calculating profit percentages to projecting future earnings, I provide valuable insights and actionable steps to empower you in managing your finances effectively. Tune in as I share practical tips and encourage you to take control of their financial well-being.

In this episode I share:

• The concept of quarterly financial planning for both personal and business finances
• The value of mapping out 12 weeks to achieve what could be done in 12 months
• The significance of knowing where money is being spent and how much is coming in
• The benefits of planning for future business and personal expenses
• Insight into profit percentage and its significance in financial planning and goal setting

Visit the Show Notes:

• 29. How to Quarterly Plan Your Finances

Related Episodes:

• 21. Reflecting on 2023: Lessons Learned and How to Plan for 2024

The 12 Week Year by Brian Moran

Resources:

• Ditch the 9-5 and Go Debt-Free
• Free Budget Template
• Free Training: How to Start Your Freelancing Business to go Debt-Free
• Passion to Profit and On to Debt-Free Workbook

Connect with Megan:

• Follow on Instagram @thedebtfreeceo
• Website - meganmendez.com
• Join The Debt-Free CEO FB Community - The Debt-Free CEO Community
• Email - [e-mail]
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