See Your Numbers Clearly So You Can Lead With Confidence

Build a financial model that shows you exactly how much you can pay yourself, what growth will cost, and how to avoid cash shortfalls so you can focus on building your business, not stressing over numbers.

  ✅ Track the right metrics to catch problems early

  ✅ Eliminate risky guesses about pricing & margins

  ✅ Replace uncertainty with a financial roadmap

  ✅ Make confident money decisions backed by data

What is the Financial Plan?

The Financial Plan is a custom 1-Year and 10-Year financial forecast designed specifically for your business. It gives you clear visibility into how your company operates today, and what it will take to grow profitably while building your personal wealth.

Custom Financial Forecasts

I’ll build two financial models tailored to your business: 1) a 1-Year forecast showing how your company actually operates today; and 2) a 10-Year roadmap showing what it will take to grow profitably while paying yourself fairly. These models connect the dots between pricing, staffing, debt, and cash flow so you can see how one decision affects the others.

Five Coaching Sessions

We’ll work through the models together in four structured Zoom sessions. Instead of me handing you numbers, you’ll see why the numbers matter and how each scenario plays out. This way, you learn how to use the tools, not just read them.

Actionable Metrics

You’ll walk away with a set of key metrics to track that are unique to your business. These are the numbers that prevent emotional, short-sighted decisions and keep you focused on what drives profit and stability.

After your Financial Plan is complete, you’ll have the option to continue working with me to ensure you stay on track or move forward independently with confidence in your financial future.

The Financial Plan Building Process

Discovery Session

A free 30-minute Discovery Session that uncovers business challenges and helps you decide your next step.

Audit Phase

You will send me your most up-to-date financial statements to create a draft model of current operations.

Build Forecast

Create 1-year financial model to match existing financial operations. Create 10-year forecast to model growth.

Key Metrics

Identify key metrics required to achieve desired growth, wealth creation, and investment plans.

Action Plan

Obtain spreadsheet tools, and documented plans to grow business profitably.

By the end, you’ll have a clear financial roadmap, custom tools, and confidence in your business numbers.

Jeff Schuster - Business Coach

Why I Can Help You

I know what it feels like to be stuck, working harder but not getting the results you want. When I grew my company past $10M, I faced the same struggles: people issues, financial stress, and a business that felt bigger than me.

I discovered how to break through. By stepping back, seeing the whole picture, and focusing on the right priorities, I built a stronger business and regained confidence as a leader.

That’s why I created my prescriptive coaching programs. With decades of real-world experience and proven coaching tools, I can help you identify blind spots, make informed decisions, and propel your business forward.

Frequently Asked Questions

The entire process takes 4 to 6 weeks, depending on the speed of input and schedule availability. 

The core financial plan will be created by the business coach. You will be responsible for input and reviewing and revising the plan.

The Financial Plan prescriptive coaching package is a one-time, fixed-cost package of $3,500. 50% will be paid up front, and 50% will be paid upon delivery of the complete financial forecast.

You will be required to provide financial statements and participate in a data-collection session to provide additional financial detail on pricing, wages, salaries, and expense budgets. In addition to the first data-gathering session, you will participate in four 50-minute coaching sessions. In these sessions, you will be required to weigh in on financial concerns and other aspects of your financial model. I will complete the models for you. However, you will want to know how to use these models to adapt them to business realities after this program has ended.

I create a custom financial plan tailored to your specific business needs. I have used this plan for restaurant owners, engineering firms, construction firms, insurance agencies, therapists, small manufacturers, and service contractors.

No. After you have received the plan, you can continue to use me to help keep you on track with your financial goals. However, you can also use the plan independently and modify it as needed.

A financial plan is not an accounting audit of your financial books. I will work with what you have. Any missing financial data will be replaced with estimates. 

You will receive a 1-year and 10-year financial forecast tailored to your business model. This will be an Excel spreadsheet that will also work in Google Sheets. None of the cells are locked, so you are free to edit, copy, or do whatever you want with your model. I will also provide you with a one-page summary of metrics that you can track to determine if you are on or off track with your financial plan. Most importantly, you intuitively understand the financial mechanisms in your company to make financial decisions more confidently after you have completed the Financial Plan program.

No. This program is a custom fit for my clients. A Discovery Session is a no-cost opportunity for us to get to know one another. I don’t want to sell you a prescriptive coaching program that will not deliver. 

What clients are saying...

I’m grateful for my many business owner clients over the years. As you can see by this list, I coach a diverse group of entrepreneurs. If you are interested in coaching, book a time to talk about how you can benefit from business coaching.