Financial Planning Toolkit
$149
$149
https://schema.org/InStock
usd
Growth Purpose Solutions
A practical bundle of tools to help entrepreneurs understand their numbers, price their services, and make confident financial decisions.
This ready-to-use set of templates is designed for small business owners, nonprofit-backed founders, and support programs that want to make financial planning accessible—without spreadsheets becoming a barrier.
Perfect For:
- Entrepreneurs seeking clarity on pricing, costs, and revenue goals
- Consultants, coaches, and fiscal sponsors
- Incubators or entrepreneurship programs teaching business finance basics
Value: $200+
Bundle Price: $149
→ Help your clients (or yourself) get financials in order—without starting from scratch.
Key Features:
Financial Projection Tool – Track revenue, expenses, and profit across multiple tabs
Service & Product Cost Analysis – Price offerings strategically and boost margins
Customizable Financial Templates – Plug-and-play sheets to support your growth goals
Data Dashboard + Industry Benchmarks – Visualize financial health and compare to standards
Profitability Tracker – Spot cost-saving opportunities and adjust pricing
Grant Readiness Evaluation Tool – Score and assess alignment with funders
Investment Due Diligence Checklist – Organize key financial documents for review
Add to wishlist