Roadmap to Profitability VIP Days

The Importance of Annual Planning for Your Financial Coaching Business

We love planning ahead for the year to come! Our planning meeting is where we plot out the year and everything we want to accomplish. We look forward to this planning session every year because it provides us with an immense amount of clarity and direction as well as allowing us to rally the troops and get our entire team on the same page. 

But know this, doing this exercise gives us so much more than just an annual plan. It’s a plan on steroids.

People always ask me how we get so much done in a year, and our annual planning process is how we do it.

It all comes down to looking at the year in advance in a realistic and complete way. This guide allows us to see the whole year in a way that your average calendar cannot. We look at not only 365 days, we examine each quarter, all possibilities and all ideas. There are no bad ones at this stage. And then we order and sort and whittle our list down to the things we love that will help our clients and that excite us.

This planning session doesn’t mean everything in the year falls into place exactly as we planned it. Things don’t go perfectly, but this guide allows us to see patterns and more easily recognize our busy season from the times we can be in growth or creation mode. We also can spot when we can take time off and step away from all things business for a bit. We consider time off as non-negotiable so scheduling it out in advance means burnout is less likely.

If you want to learn the intricate details of our planning process so you can replicate it year after year for yourself, then you will absolutely love our Roadmap to Profitability VIP Day.  

What’s the Roadmap to Profitability VIP Day?

The Roadmap to Profitability VIP Experience is a small-group, day-long workshop lead by Kelsa Dickey and Jill Emanuel. Step behind the curtain and learn their system for creating and executing reliable, revenue-generating ideas for your business year-after-year. Having built and run a successful financial coaching business over the past decade, they lead eight financial coaches for this day-long session that is designed to kickstart your best ideas and plot your business’ growth over the next 12 months.

During the full day event, you will brainstorm, identify and make an execution plan for some of your biggest and boldest business ideas. Kelsa and Jill will help you plan and plot out all of the steps and actions to make your next big business initiative a success.

Who is the Roadmap to Profitability VIP Day best for?

The Roadmap to Profitability is perfect for the financial coach who has a specific idea or initiative they want to execute over the next year – be it a new program, noteworthy event, or becoming an industry-recognized brand. It’s also great for the financial coach who has too many ideas for your business and you find yourself stuck in “inspiration” mode, failing to execute on your good ideas!

If you’re looking for one-to-one guidance in a small group setting, you will love the VIP Day.

Where is the Roadmap to Profitability VIP Day held?

Kelsa and Jill host two VIP Day experiences each year. Since Jill and Kelsa both enjoy traveling, they pick different cities to visit every time! Chances are – one will be held near you!


April 29, 2023


September 16, 2023