Snapshot #7: Beyond Profit First and Into Forecasting, Financial Teams, and Peace of Mind

Profit First is brilliant … but it’s just the starting line.

In this snapshot, Katie and Craig Minter dive into how financial peace of mind evolves from simple bank accounts into forecasting, team building, and money mindset shifts that actually free you to grow. Think of it as moving from “profit buckets” to a full-blown financial brain care model that keeps your shoulders relaxed and your business future clear.

You’ll learn:

1. Why Profit First is a powerful starting point (but not the whole journey)
2. How simple bank accounts can create peace of mind and open the door to growth
3. The role of forecasting in turning clarity today into confidence tomorrow
4. Why building the right financial team matters more than expecting one person to do it all
5. How money mindset and archetypes shape the way you make financial decisions

Profit First gives you clarity today, but the real magic happens when you evolve into forecasting, team building, and mindset shifts. This episode is your reminder that financial peace isn’t just about numbers, but also about freedom, confidence, and the future you’re building.

Listen to the full episode here

Apple - https://podcasts.apple.com/au/podcast/episode-10-the-financial-strategy-thats-more/id1800335872?i=1000722552337

Spotify - https://open.spotify.com/episode/3JhKuHLLvwB5c1BfSb1PHz

Watch the full episode on Youtube: https://www.youtube.com/watch?v=VACWv50CtBE

CONNECT WITH KATIE CRISMALE-MARSHALL

• Instagram: https://www.instagram.com/profitfirstanz/
• Website: https://www.profitfirstaustralia.com.au/
• LinkedIn: https://www.linkedin.com/company/profitfirstanz/
• YouTube: https://www.youtube.com/channel/UCGh889iRtnzqDh8RVPY7YCw
• Facebook: https://www.facebook.com/profitfirstanz