The Financial Blueprint: Money, Metrics & Momentum

If you want to lead your herbal business with clarity—not confusion—this is where it begins. The Financial Blueprint gives you the tools, structure, and understanding to finally take control of your business numbers without losing your focus on the mission. Inside this training, we walk through what it means to operate as a CEO, not a hobbyist—covering everything from pricing and budgeting to labeling, delegation, and cash flow. You’ll learn how to identify which tasks you should pay for (and which you should do yourself), how to stop working for free, and how to plan for profit each month using simple, practical systems that make sense for herbal entrepreneurs. These lessons are grounded, clear, and built for herbalists who want to move beyond guesswork. Whether you’re just getting started or restructuring your business, this course helps you build momentum—financially, strategically, and confidently. Overview The CEO Mindset Start by assessing where your business truly stands. Through your CEO Audit & Vision Plan, you’ll redefine what success looks like and create a financial vision that aligns with purpose and stewardship. Metrics that Matter Learn how to track and interpret the key numbers that drive stability and growth. From simple systems to full breakdowns of Business Metrics 101 and the 30-Day Cashflow Kickstart Plan, you’ll finally understand your money flow. Profit Planning Made Simple Discover how to charge for your products and services with confidence, budget wisely, and make informed pricing decisions that reflect the true value of your work. Stewardship in Action Move from learning to implementation. We’ll cover labeling compliance, delegation strategies, and how to choose what to DIY and what to outsource—so your time serves your highest priorities. Growth, Grace, & Sustainability Finish strong with systems that prevent burnout, help you work smarter, and give you the confidence to