Want to Finish the Year Strong? Do THIS in Your Business Right Now

✨ Join me for my End Your Year Strong workshop: https://onebighappylife.com/eyys
✨Learn how to plan for profits in your business: https://onebighappylife.com/profitplan

Quarterly planning is one of the most powerful ways to finish your year strong while actually enjoying the holiday season.

In this video, I’m walking you through the five essential pieces of an end-of-year quarterly plan. You’ll learn how to set business priorities, match them with your real capacity, turn them into measurable goals, map out your projects and promotions, and choose the right metrics to track.

This is the same process I use to take two full weeks off every December and still hit my business goals. If you’ve ever felt torn between business growth and enjoying your life, this approach will show you how to have both.

And if you want to create your own plan live with me, join my End Your Year Strong Workshop — we’ll put everything in place together so you walk away with your full Q4 plan done.

⌚️Timestamps
0:00 – You can grow your business and enjoy your life at the same time
0:53 – Why balancing life and business in Q4 matters
1:53 – How quarterly planning creates clarity and calm
2:53 – How to make quarterly planning easier (and get support)
3:45 – What quarterly planning actually is (and how I teach it)
6:13 – Why quarterly planning works better than annual or monthly planning
8:00 – Common pitfalls people face without a quarterly plan
8:53 – Step 1: Setting your business priorities
11:27 – What your priorities could look like (examples)
13:25 – Things to consider when choosing priorities
14:56 – How your priorities anchor the rest of your plan
15:51 – Step 2: Capacity audit — aligning business with your real life
18:53 – What to include in your capacity audit (calendar, energy, boundaries)
21:19 – Step 3: Setting quarterly goals (revenue, foundational, growth, delivery)
24:13 – Guidelines for setting effective goals
25:04 – Step 4: Building your project & promotion map
26:59 – How mapping helps you stay realistic and on track
27:52 – Step 5: Choosing key metrics to measure success
29:37 – Example: how I’m tracking visibility this quarter
31:24 – How to choose the right metrics for your goals
32:15 – Common pitfalls with tracking
32:53 – Recap of the 5-step quarterly planning process
33:40 – Where to get step-by-step support building your plan

🙋🏾‍♀️ABOUT SCARLETT COCHRAN

Hi, if we haven’t met before, I’m Scarlett—a banking and finance attorney turned author and entrepreneur. I’m here to help you build wealth, make confident financial decisions, and create a life you absolutely love. Whether it’s mastering your money, learning to invest, or growing a life-first business, I’m all about giving you the tools and support you need to make it happen. Let’s create your best life, one step at a time!

💠ABOUT ONE BIG HAPPY LIFE

We believe that you deserve to live your rich life, one where you get to say yes to the spending for a life that you love today while also building wealth for your best financial future. One Big Happy Life helps you creating a life you love by finding the right balance between your personal and financial goals.

Life isn’t just about one thing but money touches on just about everything. We’re here to help empower you to take charge of your money and create the life you want.

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⚖️The Legal Stuff

This video is for informational purposes only and does not constitute legal or financial advice. Please consult an attorney or certified financial planner who will put your interests before theirs.

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