Owner-First Financial Goals

A framework for setting financial goals that support both you and your business.

Set financial goals that actually support you.

Most financial goals start with revenue and hope everything else works out.

Owner-First Financial Goals takes a different approach. We’ve created this for business owners who want clarity and confidence heading into 2026, without the complicated spreadsheets and overwhelm.

Why Owner First?

Because a business that can’t support its owner isn’t sustainable. This framework focuses on you, the CEO of the business. It starts with what the business needs to pay you, then works backwards to profit, costs and revenue, the same way we do with our clients.

Setting goals in this order helps you:

  • Pay yourself consistently

  • Build profit intentionally

  • Understand your true cost base

  • Set a revenue target that actually makes sense

What’s Inside

  • A simple explanation of the Owner First Goal Setting method

  • A one-page, easy-to-use template

  • Guided prompts to identify what needs to change

  • A worked example

Designed to be completed in 10–15 minutes.

Enter your details below to get your copy for FREE and set your financial goals that actually support you and your business.