Business Health & Wealth Planner: Your Annual Review

Will 2025 be your healthiest and wealthiest year in business yet?

With the Business Health & Wealth Planner you get much more than a to-do list... you cut to the heart of exactly where your business is calling for your attention, so you can spend the next year improving it strategically, and making much more profit as a result. This is a simplified (and fast) business plan that doesn't require an MBA to complete.

Create clarity and ensure you can take back control of your time, energy, and vision and design a business that aligns with who you are and what you want to achieve next year. 

What you'll get from the Business Health & Wealth Planner

• An honest perspective on the health of your business.
  Where are you thriving, and where are you stuck? You’ll uncover business strengths to keep doubling down on and challenges to overcome, with quantitative scores to compare them
• A roadmap for wealth in 2025.
  The numbers will be in black and white, allowing you to both dream big and budget for a prosperous year ahead with both personal and business spending plans and a calculator to set your prices accordingly.
• The key to stop second-guessing yourself.
  You’ll know what to tackle first, and just as importantly, what to ignore. The planner is designed in order of the activities that require your focus first, and which can wait. So your to-do list remains manageable.
• A method to map out and budget the support you need.
  Whether it’s hiring, a new mentor/coach, certain online courses, you’ll be guided to pinpoint which areas having some outside help will have the greatest impact for —and create a plan for finding it (and budgeting for it)
• A way to track your progress all year-round.
  Think of this as your business HQ—a place to revisit, adjust, and keep moving forward no matter how your year unfolds. You can revisit it again in 2026, and again — you’ll have lifetime access!
• Last, not least - A method for designing a business around your uniqueness.
  This planner begins by asking you about your specific goals, dreams and beliefs, so everything you build is rooted in what is right for you, the founder.

2025 is almost upon us! It's a great time to reflect on the year, but as a business owner... you need a different level of support.

You’ve been building something extraordinary—now it’s time to assess, plan, and take action to achieve the business health and personal wealth you deserve.

Download The Ask’s Business Health & Wealth Planner for the Annual Review both you and your business need as we enter 2025.

This isn’t just another workbook. Designed by me, Ellen Donnelly, experienced business coach to 200+ entrepreneurs, this combines years of my insights designed to help you quickly identify what’s working (and what’s not)—so you can step into 2025 with clarity and confidence.

Why this works

The Business Health & Wealth Planner is based on the same proven coaching framework I use with my 1-1 clients. It’s not about generic advice or cookie-cutter tactics—it’s about helping you dig deep, make aligned decisions, and create momentum.

Here’s why:

• It saves you time and money. Stop chasing shiny objects or investing in things that don’t move the needle. This planner helps you focus on what truly matters for YOUR business as a next step — not randomly purchasing the next ad that pops up on your IG feed.
• It highlights your strengths. Often, entrepreneurs spend too much time worrying about what’s broken and not enough time doubling down on what’s working. This tool helps you celebrate your wins and build on them so you can build confidence in all the hard work you’ve already done this year, or before.
• It guides you through tough decisions. Pivoting, scaling, or stepping back? Whatever you’re facing, this planner helps you approach it with clarity and confidence by asking you to review what is best for YOUR unique vision, temperament and goals.
• It was designed for entrepreneurs like you — time poor, ambitious and experienced. As a seasoned coach for entrepreneurs, I am familiar with your real needs. This planner covers most ground you could want it to, but need not take you forever to fill out either — it works even if you just answer some questions that jump out to you. s built to address those head-on.

What’s Inside?

Think of this planner as your personal business HQ—a single, organised place to hold your goals, insights, and next steps.

Inside, you’ll find:

• A Business Health check-up: A simple framework to help you assess what’s working, what’s not, and what needs your attention next year, and beyond.
• Your Unique Approach: A guided process to uncover what you truly want for your business and life—think of this as a sacred space for your goals and big plans
• Purchases & Investment tracker: Your business needs money spent on it in order to grow. But this tracker ensures you can not only keep tabs on the tools and expertise you may invest in, but helps you budget and prioritise, too  
• A Progress Tracker: Stay on top of your priorities, revisit your goals, and adjust as you go with clear colour coding  
• Recommendations: Ideas for *who* can help you to get the support you need

VIP Option (10 Available)

If you choose to upgrade your Planner to include a 1-1 Strategy call with me, this is your time (40 mins) to get personalised, expert support on your business goals and plan for the year ahead. We can use this session as you'd like, and some prep questions will be shared first, as well as notes and bespoke next steps afterwards, and 2 weeks of email support.

Who is this not for?
If you do not have a business yet, or you have very little set up by way of operations, you will find yourself answering ‘No’ to most questions. This may be helpful if you simply want a to-do list to follow and fill in as you build you business (!) but you'll get less value than a more established business owner.
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🖊️ Buy Now – Start transforming your business today and preparing for a healthy and wealthy 2025.

Just £48.00 for the Planner. Buy here.
Or £248 including a 40 Min Strategy Call and post-session support from Ellen (worth £300). Buy here.
 
🎯 WAITLIST ONLY Bonus: Purchases made before 15th December will also get access to a complimentary live group vision & planning session for 2025 - designed to guide you to dream big, and do so using the Planner, alongside other business owners.