Ideal State Workbook
$25.00
The outcomes from this worksheet are for you to:
- List all the key tasks needed to run your business ( and categorise them as Entrepreneurial, Management or Operational in nature.)
- Work out which key tasks you would like to be able to do yourself (versus delegate to others, either now or in future)
- Work through the why, how and when to delegate tasks to others with an advisor.
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Wealth Strengths & Weaknesses Workbook
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What are your strengths and weaknesses about your ways for making money and money management?

Managing Your Version of W.E.A.L.T.H Workbook
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Ensure that you’re still achieving your desired version of W.E.A.L.T.H ( Work, Enjoyment, Achievement, Love, Time and Health) is.

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Understanding Financial Health – Commercial Risk & Balance Sheet Management Workbook
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The outcomes from this workbook are for the client and the CFO to know : What commercial risks need to

