After a career in corporate, she wanted to do something where she could have a direct positive impact on people she worked with.
Instead of becoming a freelancer herself, she decided to fix the problem. That’s how the idea to start Upmarqt came about. Upmarqt is a really amazing way for a business owner to get freelancers perfectly formatted for their company, values and goals.
You can find Olga on her website HERE, on Instagram HERE, and on LinkedIn HERE.
“In our minds, we are still used to the 9 to 5 work day. However, the world is changing. There is a global resignation and quiet quitting, meaning that more and more people are quitting their jobs to become freelancers. To do more of what they love, to have the flexibility a 9 to 5 might not offer, and be their own boss. That’s the ideal.” – Olga Ten
Welcome to LBI Backstage Pass Podcast where we talk all things Money, Sex & Politics as they pertain to women thought leaders, industry disruptors, and business activists.
In this episode, we are talking MONEY
And don’t worry, we promise to keep it very light and bright, f-bombs only delightfully placed 🙂 Seriously, it’s mostly comedy & errors with suggestions on how we can maybe, probably do better & asking leaders if they agree!
Your Host on Money.Sex.Politics Podcast
Join host Rose Kaz, serial boat burner, humanist & social entrepreneur as she digs into conversations with various female-forward visionaries who actualize their big visions into real-life actions. These leaders push forward to a world where women are equal to men, underrepresented skin tones find safety, and folks who identify as theys and thems are valued.
We know that a women lead world will be better for us ALL; particularly when we look at how the power inherent in Money, Sex & Politics are accessed.
Our talks here point to the shift we are building digitally to build a better world by doing social media differently. See what we are building behind the curtain and come Backstage!!
Contact us at SayHiLBI@gmail.com for inquiries and questions. We love to discuss Money, Sex, and Politics!
The Center For Creative Economy (CCE), or as we like to call them Margaret Collins, Angela Huntley, and Kami Leslie, is on the podcast discussing MONEY, and what it means to them. CCE provides inception-stage business training to help creatives and artists develop viable businesses. Their customized education and mentorship programs fulfill their mission to launch, grow, and accelerate creative businesses.CCE strives to strengthen the creative economy and the creative community in Winston-Salem, NC, and beyond. Currently, CCE has their Kinetic 2023 applications open. This program is a 6-week, cohort-based program that helps aspiring entrepreneurs workshop their early-stage creative business ideas and explore their customer base.
All three of these ladies bring so much to the table personally, and professionally. In this podcast, you will hear from all three on personal endeavors we will mention below.
You can find the Center For Creative Economy HERE, on InstagramHERE, on YouTube HERE, and on LinkedIn HERE.
“I love connecting dots that seem disconnected and I’m not afraid to think outside boxes while at the same time being very comfortable with mainstream standards.” – Kami Leslie
On the LBI Backstage Pass, we talk all things Money, Sex & Politics as they pertain to women thought leaders, industry disruptors, and business activists.
In this episode, we are talking MONEY
And don’t worry, we promise to keep it very light and bright, f-bombs only delightfully placed 🙂 Seriously, it’s mostly comedy & errors with suggestions on how we can maybe, probably do better & asking leaders if they agree!
Your Host on Money.Sex.Politics Podcast
Join host Rose Kaz, serial boat burner, humanist & social entrepreneur as she digs into conversations with various female-forward visionaries who actualize their big visions into real-life actions. These leaders push forward to a world where women are equal to men, underrepresented skin tones find safety, and folks who identify as theys and thems are valued.
We know that a women lead world will be better for us ALL; particularly when we look at how the power inherent in Money, Sex & Politics are accessed.
Our talks here point to the shift we are building digitally to build a better world by doing social media differently. See what we are building behind the curtain and come Backstage!!
Contact us at SayHiLBI@gmail.com for inquiries and questions. We love to discuss Money, Sex, and Politics!
Christian Evelyn Dean is our next guest discussing MONEY, and what it means to her. Christian is a passionate, financial services professional with 9 years of proven experience in financial, operational, and customer service management in the Retail Branch environment. Christian is both committed and dedicated to assisting her community to excel by identifying opportunities and developing customized financial solutions for her clients. She is passionate about Financial Racism, and educates on the topic to stop the cycle! Christian holds a bachelor’s degree in Psychology from Holy Names University in Oakland, CA, and a master’s of science degree in Organizational Leadership from Nyack College in New York. She is also a huge volunteer in her community in her free time!
You can find Christian Evelyn Dean on Instagram @Christianevelyn__ and on LinkedIn Here.
“I have sat in rooms where I was the only woman and I was the only woman of color. And I did not come into these rooms to sit. ” – Christian Dean
On the LBI Backstage Pass Podcast , we talk all things Money, Sex & Politics as they pertain to women thought leaders, industry disruptors, and business activists.
In this episode, we are talking MONEY
But don’t worry, we promise to keep it very light and bright, f-bombs only delightfully placed 🙂 Seriously, it’s mostly comedy & errors with suggestions on how we can maybe, probably do better & asking leaders if they agree!
Join host Rose Kaz, serial boat burner, humanist & social entrepreneur as she digs into conversations with various female-forward visionaries who actualize their big visions into real-life actions. These leaders push forward to a world where women are equal to men, underrepresented skin tones find safety, and folks who identify as theys and thems are valued.
We know that a women lead world will be better for us ALL; particularly when we look at how the power inherent in Money, Sex & Politics are accessed.
JOIN US BACKSTAGE
Our talks here point to the shift we are building digitally to build a better world by doing social media differently. See what we are building behind the curtain and come Backstage!!
Contact us at SayHiLBI@gmail.com for inquiries and questions. We love to discuss Money, Sex, and Politics!
Susan Shloss is our next guest discussing MONEY, and what it means to her. Susan is a Certified Money Coach with over 20 years of experience in financial services. She believes money is a portal for transformation in all aspects of life. Susan loves empowering women to embrace their relationship with money. She also believes that by changing our story with money we also have the opportunity to change our culture of inequity to one of equity and inclusion. Even healing collective trauma. Look for more on her Money Justice and Spirituality Summit coming soon!
“I’m a spiritual teacher at heart. And I’ve been on the spiritual path since I was 12 years old, meditating almost every day for all these years, many, many years. And so the money piece just started calling to me, probably 20 years ago, and I ended up doing a bookkeeping business, which was not my passion. So then, I started to think about being a financial coach or money coach.” – Susan Shloss
On the Podcast, we talk all things Money, Sex & Politics as they pertain to women thought leaders, industry disruptors, and business activists.
In this episode, we are talking MONEY and money wisdom.
Don’t worry, we promise to keep it light and bright, f-bombs delightfully placed 🙂
Seriously, it’s mostly comedy & errors with suggestions on how we can maybe, probably do better & asking leaders if they agree!
YOUR HOST OF MONEY. SEX. POLITICS PODCAST
Join host Rose Kaz, serial boat burner, humanist & social entrepreneur as she digs into conversations with a variety of female-forward visionaries who actualize their big visions into real-life actions.
These leaders push forward to a world where women are equal to men, underrepresented skin tones find safety, and folks who identify as theys and thems are valued.
We know that a women lead world will be better for us ALL; particularly when we look at how the power inherent in Money, Sex & Politics are accessed.
JOIN US BACKSTAGE
Our talks here point to the shift we are building digitally to build a better world by doing social media differently. See what are we building behind the curtain, come Backstage, and get involved.
Contact us at SayHiLBI@gmail.com for inquiries and questions. We love to discuss Money, Sex, and Politics!
If you hear the word “finance” and cringe with fear, you are not alone. Evaluating numbers in your business is scary. I’m here to reassure you that working with numbers can be simple. You will have your financial milestones set for the next year in three easy steps.
Follow these three steps to reaching your financial goals:
Step One: Create an annual income goal.
Step Two: Set milestone goals.
Step Three: Create a milestone plan.
Creating financial goals can feel like pie in the sky dreaming. When you sit down and visualize your financial goals, they can seem unattainable at first. If it was possible to reach your financial goals, wouldn’t you have done it already? Not necessarily. Creating goals and milestones can be just the thing to get you moving along the right track.
First, you create the end goal and work backward to figure out the “how” through the planning process. Then you break down the big goal into smaller milestones. Having milestones will focus your financial goals for one year.
Let’s go through each step one at a time.
Step One: Create An Annual Income Goal
It’s important to start with a goal you want to achieve. Decide on the annual financial goal you want to achieve. Think BIG when establishing your yearly income goal. Pick an income goal and write it down. The number should be what you hope to reach in a year. Now, this may seem crazy to put a huge number down. It’s okay to feel nervous. Remember, these are numbers you can adjust as you are working throughout the year.
Step one establishes the foundation for steps two and three.
Example: Annual income goal is $100,000
Step Two: Set Milestone Goals
By taking the significant goal you set and breaking it down into smaller goals, you will see just how attainable your big goal is. You determine when you will measure progress (ex., weekly, monthly, quarterly).
Take the example annual goal of $100,000 above. Start by breaking it down by the largest milestone first, quarters. Since there are four quarters in a year, divide $100,000 by four.
Example Quarterly Milestone: $100,000 / 4 = $25,000 per quarter.
Your quarter milestone is $25,000. When you see a smaller income goal, you can be more confident in achieving it. Now let’s break it down even further.
Each quarter has three months. To get a monthly milestone, you will divide $25,000 by three.
Example Monthly Milestone: $25,000 / 3 = $8,333 per month.
That number doesn’t seem so scary! Comparing $100,000 to $8,333 makes it much easier to envision reaching the annual goal.
You can keep breaking this down to weekly. Since there are roughly four weeks in a month. Divide $8,333 by four.
Example Weekly Milestone: $8,333 / 4 = $2,083 per week.
Now that you have an amount and timeline for each income milestone, you can start creating your plan to reach these goals.
Step 3: Create A Milestone Plan
Now it’s time to create a plan for reaching each milestone goal. It should start feeling less overwhelming, having set income goals over time. In this step, you will be mapping out a plan for how you will achieve these goals.
Identify as many income-generating ideas as you can. Identify the products and services, and pricing. Once you have this information, calculate how many you need to sell to reach your milestones.
Service example: Health Coaching Program – price is $2,100
Using the above example, you will need to sell one health coaching program per week to reach your weekly milestone of $2,083.
Product example: Time Management Online Course – price is $500
Using the above example, you will need to sell four online courses per week to reach your weekly milestone goal.
Not every week will be the same. If you don’t reach your income milestone one week, you may double it in a different week and still meet or exceed your monthly goal.
Developing the right products and pricing is vital. I don’t recommend having more than three active offers. But having a few different offers will give your potential customers choices while giving you more flexibility to reach your milestones.
Example using the above products and services:
Monthly milestone goal = $8,333
Sales needed:
13 online courses = $6,500
1 coaching program = $2,100
Total Monthly Sales = $8,600 ($300 over milestone goal)
There are multiple variations to how you can reach your goals through sales. Setting up a solid marketing plan will help you identify how to get to your sales goals. Each product will have a unique marketing plan depending on your ideal client.
These are all things to consider as you create your marketing plan within your business plan.
Conclusion
Using these three simple steps, you will create a business financial plan.
Step One: Create an annual income goal.
Step Two: Set milestone goals.
Step Three: Create a milestone plan.
Now you can relax. Numbers don’t have to be scary. When you feel yourself start to feel overwhelmed, take out a pen and paper and follow the steps. Breaking down the steps will reduce the anxiety that comes with crunching numbers. Know that you can change the numbers at any time.
By having smaller milestones, you leave room for adjustments. Hopefully, these steps will take some financial fear out of your business planning. You will have your financial milestones set for the next twelve months when you follow these simple steps.
The steps above are included in the sales and marketing part of your business plan. For those of you who have completed your business plan, you can revisit this section using the steps outlined here. For those of you who haven’t started your business plan, you can purchase a copy of the Simple Steps Business Plan Workbook to get started today.
I’m a business development specialist with over 20 years’ experience helping businesses succeed. I have worked with every kind of company, from startups to large corporations, and have boots-on-the-ground experience launching small businesses of my own. I’m passionate about sharing what I’ve learned!