Strive2Thrive

How strong is your financial plan for your small business?

This assessment measures many aspects of your financial plan to see whether you, the business owner, have areas to work on, and whether your financial planning is currently strong or needs more attention.

Please select the answer that best represents your feelings, thoughts, and behaviours — 1 is Less True, 5 is More True.

5 Questions

1I have a financial plan in writing that outlines my business’s planned expenditures over the next several years.

2I have consulted with a financial specialist regarding my personal and professional financial future.

3My financial plan has a large cushion built in for unanticipated costs or investments.

4I have consulted an accountant to determine what expenses are deductible and I have a system to keep track of expenses and income.

5The financial plan for my business includes a large marketing budget for marketing materials including: website, brochures,letterhead and envelopes, business cards, flyers and announcements, and newsletters.