Financial Planning Suite

Pathway Builder 🔒

Domain

Executive

Type

Planner

Phase

Goal Setting Review

Details

45+ min Between sessions Monthly

Topics

Finances Leadership Accountability

Designed for leaders and executives navigating organizational complexity.

When to Use This Tool

I know roughly what I charge but I've never checked whether my pricing actually reflects my costs and goals at the same time

I want to set realistic financial targets for the year but I don't know where to start with the numbers

My pricing feels like it drifted into place rather than being set intentionally

How to Introduce This Tool Plus

Some clients find it clarifying to work through pricing, cost structure, and fin...

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Preview Planner · 45+ min

For the Coaching Practitioner

Plus

Coaching Scenarios Plus

1 A consultant who sets annual revenue goals but has no model connecting prices to those goals

Context

A management consultant, solo practice, seven years in business. She sets an annual revenue goal every January and then prices each client engagement by feel and competitive comparison. She has never built a model that shows whether her pricing, at her typical engagement volume, can actually reach her goal. Some years she hits it; most years she doesn't.

How to Introduce

Frame the suite as building the connection she's missing. 'You have a destination number and you have prices. This tool ...

2 A founder who knows revenue but has no visibility into which products are actually profitable 🔒

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3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags

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For professional coaches and coaching practitioners

Tool Flow Plus

See what this tool requires and produces in a coaching engagement

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