Step One: Articulation

What’s your baseline? What’s your end game? What’s your why? What is your most epic of goals?  

The tools are the same, but the strategies we’ll use depend on the circumstances. Together we work to identify where you’ve been and where you want to go — helping us map out a path to success.  

Step Two: Ideation

What’s possible? What’s realistic? What delivers on your purpose (and what doesn’t)? What ideas make you excited to be in business? And what fills you with dread? Which of your ideas are actionable and likely to support rapid growth? 

We help you uncover all of your options, identifying multiple paths forward. We then analyze which opportunities are worth pursuing in the short- and long-term. We’ll uncover what’s working, what’s not, and what has yet to be explored. We also pull out your most actionable ideas that are likely to support rapid growth.  

Step Three: Clarification

What data do you have at your fingertips? How is it used? Is it accurate? What are your financial priorities? How will you measure progress and success? 

We take a deep dive into all your data. We fine-tune your initiatives, developing systems for tracking, collecting, and evaluating metrics that indicate growth towards your goals. We clean up your financials (if needed) and build data loops to inform progress and guide future decision-making.  

Step Four: Implementation

What does this look like in the day-to-day operations of your business? How do you move from plan to practice? 

Using MACKEY’s Prosperity Ladder, we put your new financial plan into action, adjusting strategies as needed, and building skills along the way. Through monthly coaching and ongoing analysis to support your specific needs, we help you to make data-driven, informed decisions about your business.