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Financial Fitness Formula™

Profit Planning Success: Transforming Financial Management

February 2, 2024

Nancy knew that the profit planning process was missing from her business and enrolled in Financial Fitness Formula.

Case Study: Nancy Maurer’s Journey with Financial Fitness Formula™

Nancy Maurer, the founder of Sonder Haven, embarked on a transformative profit planning journey with Jamie Trull’s Financial Fitness Formula™ program.

Despite her initial confidence in financial management as a solopreneur, Nancy recognized the need for deeper understanding and focus in her financial practices.

A New Perspective on Financial Management

Upon enrolling in the Financial Fitness Formula™, Nancy, an MBA graduate, discovered gaps in her financial knowledge. Particularly tailored to the unique challenges of being a solopreneur.

The program’s comprehensive content and tools broadened her understanding, addressing the specific needs of service-based business owners.

Challenges in Pricing and the Profit Planning Process

Nancy had a lot of leeway to create her desired profit margin and reach her financial goals.

One of Nancy’s primary challenges was determining the true profitability of her service-based business.

With low overhead costs and no tangible goods sold, her profitability hinged on accurately pricing her services.

The program provided insights and tools that helped her navigate this complex aspect of her business.

Systemizing Financial Management

A pivotal moment for Nancy was realizing the necessity of a structured financial system.

Financial Fitness Formula™ equipped her with the necessary systems and tools to effectively manage her cash flow and allocate funds, transforming her approach to financial management.

Gaining Control and Setting Goals for Profit Margin

Through FFF, Nancy created a detailed profit plan and became a more confident business owner

Through the program, Nancy gained a firmer grasp on her finances, moving beyond surface-level management to a more intentional and strategic approach.

She learned to set and achieve revenue goals more effectively, enhancing her business’s financial health.

Paying Herself and Making A Profit Plan for Growth

Nancy’s journey through the program led to an increase in her personal compensation and a strategic plan for sustainable business growth.

This shift was crucial in moving her business beyond mere survival to thriving and expanding.

Finding the Right Financial Support

Post-program, Nancy successfully connected with trusted financial professionals, including a CPA and tax accountant, further solidifying her financial management strategy.

The Impact of Investment in the Program

Initially hesitant, Nancy’s decision to invest in Financial Fitness Formula™ paid off significantly.

In the first quarter of 2021, she saw more profit than in the entire previous year of profits, affirming the value of her investment in the program.

Empowerment and Business Growth

Do you know your profit margins? Have you identified a target profit or profit objective? Nancy realized these financial elements were missing from her business.

Armed with financial literacy and a supportive community, Nancy’s business has seen remarkable growth.

She feels empowered in her mission to impact lives through her coaching practice and has aspirations to support marginalized female entrepreneurs.

Recommendation and Program Benefits

Nancy highly recommends Financial Fitness Formula™, praising its unique blend of content, community, and accessibility.

The program’s tools, particularly the pricing and profitability worksheet, have become indispensable in her financial and project management software toolkit.

Conclusion: A Worthwhile Investment for Success

FFF helped Nancy realize the importance of a cash flow forecast so that she could measure success of her efforts against expected profit vs. actual profit.

In summary, Financial Fitness Formula™ has been a pivotal investment in Nancy’s business and personal growth.

Jamie Trull’s dedication and the program’s comprehensive approach have made a significant impact on Nancy’s entrepreneurial journey.

She encourages others to explore the program and embrace financial literacy as a key to success.

Learn More

To discover more about how Financial Fitness Formula™ can transform your financial management and support your business growth and profit goals, click here.

Profit Planning For Business Success

This transcript has not been edited or reviewed for accuracy and may contain errors or discrepancies from the original spoken content.

The transcript is offered for informational purposes only and should not be considered a definitive record of the event. We do not guarantee the accuracy, completeness, or reliability of the information provided in this transcript. Any reliance you place on such information is therefore strictly at your own risk. All current Financial Fitness Formula™ timelines and offers can be found at jamietrull.com/fff 

As a solopreneur, I think a lot of us struggle with, oh crap, I didn’t know that moments.

And so there was a, a real level of frustration, of a fear, really, that what might I be missing?

I really felt that I, I did need to gain more control over my finances. 

Once I started to one, follow Jamie and then go through Financial Fitness Formula, I realized, wow, there was so much that I didn’t know that I didn’t, no, I didn’t know.

I was blown away by the amount of information that was easy to understand. 

It felt as if Jamie’s heart and soul was in this content, and that her knowledge she was going to use that gift that she’s been given to help those of of us who aren’t as naturally inclined.

The spreadsheets are amazing.

No, you do not need to be a numbers person to get tremendous benefit out of this.

This was self-paced, but it was also as if Jamie was walking alongside us without any shame or any judgment. 

I don’t think Jamie left a stone unturned when it came to figuring out how to deliver this program in a way that would suit many different types of businesses, many lifestyles, and, you know, many different time constraints.

Profit Planning Growth During FFF

When I wrapped up Financial Fitness Formula™, I felt just a huge sense of relief. 

My profitability skyrocketed in the first quarter of 2021.

I, I made more than I did in all of 2020.

I’m so much more intentional and strategic about my revenue.

I have everything that I need to forecast.

I’ve recommended Financial, Fitness, Formula to several friends already, and I tell them, you know, run, don’t walk to to signing up, and here’s why.

Jamie’s the real deal.

And it absolutely was the best investment that I have made for my business so far. 

Now I feel as if I have a legitimate growing and thriving business, and that is an amazing sense of relief and pride for me.

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I'm Jamie — Profit Strategist and Financial Literacy Coach.

tell me more...

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