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3 months business plan

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In a world where most advisory firms are relatively small businesses, having a formal business plan is a remarkably rare occurrence. Yet the reality is that crafting a business plan is about more than just setting some business goals to pursue. Like financial planning, the process of thinking through the plan is still valuable, regardless of whether the final document at the end gets put to use. So what should the one-page financial advisor business plan actually cover?
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Our Startup’s 12-Month Growth Strategy

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See Long- and Short-term Results with a Plan

Plus Template Worksheet. And not just anything—but the right things. This is the hardest part for most people because choosing just one BIG goal to pursue requires extreme focus and connection to purpose. Goals to me are different than habit changes, which I wrote more about on my blog. Your goals should be so big that it would take an entire year to accomplish. Based on what you really want to accomplish—where your deepest values, passions, and skills intersect—choose goals to focus on for the rest of the year. The idea is that your monthly sub-goals would very clearly lead to you accomplishing your major goals for the year.
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Projected Income Statement

You know the internet is gonna be a huge part of that. You know you need to be visible online where potential customers can find you. Four years ago, I wrote a post for Small Business Trends with a suggested process for launching a new business and marketing it online.
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Think you have a great idea for a business? The simple business plan template presented here will get you started. A standard business plan consists of a single document divided into several sections including a description of the organization, the market research , competitive analysis , sales strategies , capital and labor requirements, and financial data.
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