Create a Realistic Money Plan for Your Service Based Business
In this episode, I’m breaking down how to create a clear and realistic money plan for your service-based business.
Before you set revenue goals or map out your offers, you have to get clear on your why. Your business isn’t just about making money, it’s a vehicle to support your life. Whether your goal is more freedom, flexible schedules, time with family, the ability to travel, or financial security, that vision should guide how you build and grow your business.
When your “why” is clear, it becomes easier to make decisions about the clients you take on, the services you offer, and the boundaries you set so your business doesn’t run your life.
Next, you need clarity around how much money you actually want your business to make. This isn’t about guessing or hoping — it’s about being intentional. When you know your income goal, you can work backward to create a realistic plan.
How many clients do you need? What do your packages need to be priced at? What kind of offers make sense for your lifestyle and capacity?
Without a clear number, it’s easy to underprice, overwork, or stay stuck in inconsistent income.
From there, it’s about getting clear on your niche and ideal client. You don’t need to serve everyone to be successful. In fact, trying to do so usually leads to burnout.
When you define who you help, the problem you solve, and the type of businesses you want to work with, everything becomes easier…your messaging, your pricing, and even how you market yourself.
The clearer your niche, the more confident you’ll feel showing up and selling your services.
Finally, you need a simple, repeatable marketing and sales plan. Clients don’t just appear, they come from consistent action.
That means knowing exactly what you’ll do each month to attract leads and convert them into paying clients, whether that’s content, outreach, referrals, partnerships, or sales calls. Consistency beats complexity every time.
I also share lessons from my own journey, including why trying to offer every service leads to burnout and how building systems, processes, and the right business model helped me scale.
