Copy of Your 2026 Business Plan, Reimagined.

Build a clear, profitable, and purpose-driven plan for the year ahead.

Hosted by Kim Peterson—founder of KPT Mortgage Advisors, a $1M+ business, and KPT Collaborative—this half-day workshop is designed for entrepreneurs who are ready to lead with clarity and scale with intention.

You’ll also hear from Carrie Cook, Fractional CFO & Profit Strategist, who will walk you through the financial side of your plan—helping you set revenue targets, identify profit leaks, and make confident money moves.

What’s included:

• Vision-mapping and goal-setting for 2026
• Profit strategy with real numbers and smart forecasting
• Brand-aligned planning frameworks that spark clarity
• Premium materials, curated hospitality, and a space designed to inspire

Leave with a focused business plan, a profit strategy you believe in, and the confidence to lead it forward.

Info: Coffee, connection, and check-in

Info: Clarify your vision & values | Map your business goals with intention | Identify key growth priorities for the next 12 months | Guided framework for building a plan that's bold, executable, and aligned

Info: Small group breakout: share insights & refine goals

Info: Catered lunch & open networking | Hospitality & space to recharge

Info: Understand your profit levers & pricing power | Explore scalable revenue models | Build a financial strategy that supports sustainable growth | Real-world tools for increasing profitability without burnout

Info: Final reflections & next steps | Optional follow-up resources and accountability options

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