338 | Data Over Drama: Taking the Fear Out of Financial Planning

Snag Our Simplified Budget System! Hey Budget Besties! Today we’re joined by Cheryl from Pillar One Consulting, a financial powerhouse with over 20 years of experience helping businesses stay on track and look to the future. Together, we’re breaking down the steps to wrap up your year with confidence and set yourself up for an incredible 2025—whether you’re managing a business or your household budget. We’ll share how to stop burying your head in the sand (hello, ostrich vibes!) and start approaching your finances like a confident giraffe. 🦒 Check out Cheryl: www.pillaroneconsulting.com Her free resource: www.30terms.com A guide to demystify financial jargon, perfect for anyone in business or thinking about starting one. What You’ll Learn in This Episode:💰 Start Where You Are: The importance of gathering your data—no drama, just facts!📝 Measure to Manage: Why tracking trends in your spending or revenue can reveal powerful insights.✨ Wrap It Up Right: How closing out your financial year prepares you for a smoother, more successful tax season.📊 KPIs & Quarterly Refreshes: The keys to staying flexible with your goals and adjusting as life happens.🎯 Boss Lady Mindset: Why being intentional with your numbers empowers you to grow—whether it’s your business or your personal budget. Cheryl’s Pro Tip: Download your financial data today (yes, today!) from your bank accounts and credit cards, and start organizing it. This simple step is the gateway to clarity. Key Takeaways: Know Your Numbers: Whether it’s a 90-day audit or a year-end review, understanding where your money goes is step one. Set Goals that Work for YOU: Don’t cling to outdated goals—refresh them quarterly to stay aligned with your life. Organize for 2025: Start prepping those tax docs and set up systems now to save yourself stress later. Make It Measurable: Use KPIs (key performance indicators) in your business or personal budget to track progress and stay on course. 4 Ways To Connect With Us: 1️⃣ FREE CALL: Book your FREE 20-Minute Financial Coaching Call now! Get personalized advice and start your financial journey ➡︎ https://www.budgetbesties.com/freecall  2️⃣ FACEBOOK: Become part of our Supportive Facebook Group. Connect, share, and learn with others mastering their budget skills ➡︎ https://www.budgetbesties.com/facebook  3️⃣ BUDGET: Grab our Signature Budget Template! It's your key to organizing and optimizing your finances effectively ➡︎ https://budgetbesties.com/budget  4️⃣ COACHING: Ready to dive deep into your finances? Sign up for 1-on-1 or Group Financial Coaching. It’s the accountability and guidance you need to make real progress ➡︎ https://budgetbesties.com/coaching  "I love Shana & Vanessa and this podcast is amazing!" < If that sounds like you, please consider rating and reviewing our show! It helps us to reach more people – just like you – to help them change their financial future. Don’t forget to follow the show so you don’t miss any episodes! And, if you’re feeling really generous, we’d be SO honored if you would share this podcast with someone.