The Forecasting Intensive

Because panic isn’t a strategy

Three Mondays. One finished forecast.

What This Is

A live, hands-on sprint designed to help you build your 2026 financial forecast — fast.

No jargon. No fluff. Just the exact process I use with my private clients to plan for revenue, expenses, and cash flow.

You’ll walk away with:

A completed 12-month forecast built inside your Business Mastery file
A personalized analysis and video walkthrough (Loom) from me
A clear understanding of when cash will tighten and how to fix it
Confidence that your next year’s plan isn’t a guess

How It Works

Live sessions, Mondays at 11am PT / 2pm ET:

Nov 10 – Making educated guesses + Forecasting Revenue
Nov 17 – Forecasting Direct and Indirect Expenses + Profit Planning
Nov 24 – Balance Sheet + Cash Flow + Scenario Planning

Can’t attend live? No problem. All sessions are recorded, and you’ll have until Dec 15 to send me your file for review.

Your Loom Review:
Once your forecast is complete, send me your file. I’ll pressure test and review the data myself, and send you a personalized Loom video explaining exactly:

What’s working
What’s risky
What to focus on next
Errors in assumptions
Cash crunches

That alone is worth the price of admission.

The Details

3 Mondays in November: November 10, 17, 24, 2025
Format: 3 × 60-minute live sessions + personalized Business Mastery Forecast feedback via Loom video
Support Window: Through Dec 15 for Business Mastery Forecast submissions

Early-Bird Price: $850 (through Oct 31st)
Regular Price: $995

Velocity Pro Members: 20% off — just $680.
Not a member yet? Join Velocity Pro today and save on this Intensive (and every future one). Log in to the community to get your 20% off code.

JOIN THE FORECAST INTENSIVE

Spots are limited — I’m keeping this round small so I can personally review every participant’s forecast.

Who This Is For

If you’re a business owner who:

Is tired of guessing how much cash you’ll have this winter
Wants to plan smarter without spending hours in spreadsheets
Has tried forecasting in the past, but never gotten through it
Is terrified of putting a plan on paper

Then… this will be the best 3-week investment you make this year.

The Payoff

By Thanksgiving, you’ll:

Know your 2026 revenue, expenses, and cash flow (ie, cash in your account at the end of 2026)
Have a 5-8-5 forecast to bracket the most likely scenario w/ worst and best scenarios
Understand your safety zones and pressure points
Head into 2026 with clarity — not anxiety

Ready to see your financial future clearly?
$850 Early-Bird | $995 after Oct 31st