Setting and Achieving Financial Goals

Having clear financial goals is critical for business success. This workshop will show you how to set achievable financial objectives, break them into actionable steps, and develop a plan to monitor and reach those goals.

You’ll discover how to align your financial targets with your broader business vision and how to use key metrics to keep your finances on track. The session will also help you understand how small, consistent adjustments can have a big impact on your financial outcomes.

This workshop covers:

• Why financial goal setting is essential for business success;
• Breaking down big financial goals into smaller, manageable targets;
• Creating timelines to help you stay accountable;
• Using key performance indicators to measure progress;
• Understanding cash flow and budgeting to support your goals; and,
• Strategies for making adjustments to achieve your objectives.

You'll receive a handout, and there will be opportunities to ask questions and participate in interactive exercises.

Who it's for

This is an entry-level workshop designed for small business owners who want to:

• Establish clear financial goals
• Take control of their business’s financial future
• Develop practical strategies to improve financial outcomes
• Feel confident in tracking and achieving financial targets

Whether you’re just starting out or looking to refine your financial planning skills, this workshop will provide valuable guidance to help you achieve success.