Individuals
BUDGET expresses obligations and goals in dollars
CASH PLAN tells what to spend when, ensuring money always available when needed
COACHING reinforces progress, facilitates adaptation to changing circumstances
Small Business
BUSINESS PLAN either already exists and is / must be documented, or must be created
BUDGET expresses business plan in dollars
CASH PLAN supports critical cash flow management, day-to-day financial health of business
COACHING helps solidify progress, identifies risks, opportunities and appropriate shifts in strategy and execution