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  • advisor@fioretaxservices.com

Strategic Planning Workshop


Our strategic planning workshop registration is now open!

This workshop is intended for entrepreneurs who want to crush their goals, make more money and better understand their finances. We bring together the strategic planning and your financials so that your goals are rooted in money-making activities.

We know that all decisions in your business are financial decisions – when you hire new employees, when you create a new product, or when you move to a new location — those decisions all have financial implications. So we prepare you for those decisions.

Through this workshop, we will give you the tools and guide you through setting goals that are intertwined with your financials and then help you create actionable steps so that you can actually get there. We show you how to plan and take action — and then how to evaluate and ultimately celebrate your success!

This is NOT a set it and forget it course that you buy and never take the time to do.

This is a fully immersed, guided training that will leave you with action items and tools so you can hit the ground running.

What’s included in the workshop?

  • Three week intensive training with three live virtual workshops!
    7/7, 7/14, 7/21 – 8pm
  • Private Facebook support group to ask questions and engage with other attendees
  • Financial statement breakdown and Q&A so you understand how to diagnose the health of your business and make strategic decisions
  • Guided strategic plan for the next 12 months.
  • Guided SMART goal-setting for your business and actionable steps
  • Guided development of key performance indicators (KPI)
  • Pricing for Profit analysis
  • Pricing formulas, planning worksheets and more!

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