Running a business can be overwhelming. Dealing with cashflow, tax, staff, deadlines, stock and more. It’s easy to lose sight of the bigger picture.
That’s why we created our new Annual Planning & Quarterly Sprint Guide: a simple way to set your goals, break them into 90-day chunks, and stay focused through the year.
Because when you plan with purpose, you make better informed decisions and have more control over your time, mind, and money. Clear financial planning helps you:
- Make informed financial decisions
- Spot issues early
- Keep cashflow steady
- Stay accountable to what you set out to achieve
And you don’t have to do it alone. Sidekick is here to help with quarterly check-ins with your local advisor to give you structure and momentum.
We help you:
- Build a realistic budget
- Reforecast when things change
- Review your progress and reset goals
- Stay aligned with your long-term vision
Want more help setting great goals?
Xero has a great guide that works hand-in-hand with our planner which you can download for free below: https://www.xero.com/us/guides/how-to-set-financial-goals/
Download the guide, map out your year, and book in with your local Sidekick advisor if you want support turning your plan into action.
