WEEKLY PROJECTIONS FINANCIAL COACHING
Calculate Your Weekly Sales Meetings & Hit Your Revenue Goals Before Your Next Financial Review
Stop Guessing on Sales Targets. Start Driving Predictable Growth with Data-Driven Projections.
"ELLA RIVKIN IS ONE OF THE NATION'S LEADING FULL-SERVICE ACCOUNTANT EXPERTS AND HEALTH, LIFE AND BUSINESS COACH."
As seen in
Your Practical Guide to Smarter Financial Planning
Designed specifically for health and wellness practice owners and financial coaches, the Weekly Projections Financial Coaching worksheet provides a powerful, formula-driven framework to determine exactly how many client meetings, consults, and sales you need to generate weekly and monthly to achieve your financial objectives.
What awaits you inside?
Make Business Decisions With the Future in Mind
01
Sales Target & Revenue Goal Architecture
A clear overview and input structure designed to calculate your precise sales goals (e.g., $50,000 targets) and align them with your business milestones.
02
Client Fee & Acquisition Calculator
Built-in formula tracking that takes your target sales and average fee per client (e.g., $4,500) to automatically compute the exact number of new clients needed.
03
Conversion Rate & Consult Projections
Dynamic mathematical modeling based on your conversion rate inputs (such as a 20% starting close rate scaling up to 35% in the long run) to project the exact number of consults required.
04
Monthly & Weekly Meeting Breakdown
Granular timeline scaling that divides your targets across specific timeframes (such as 1-month periods) to break down required volume into manageable monthly consults and weekly meetings (e.g., 14 meetings per week).
Who is
Ella Rivkin
My name is Ella Rivkin, and for over 27 years I've been helping business owners and professionals take control of their money, business, and life.
I'm the founder of ERPS Group, and my true passion is helping people achieve their personal, professional, and financial goals, not just with words but with practice. I believe financial freedom begins with understanding—knowing exactly how your money works and how to use it to your advantage.
Over the years, I've helped thousands of clients reduce their tax burden, organize their finances, build the right structure, and take their businesses to new levels of income, including seven-figure figures.
My approach is strategic and personal. I don't just "do taxes." I look at the whole picture: your business, your life today, and your goals for the next 1, 5, and 10 years—and I help you build a system that truly works.
My guiding principle is "Everything is in your hands." I sincerely believe that everyone has the power to change their financial future if they have the right tools, strategy, and support.
If you're tired of working yourself to the bone and want to start building your life and business consciously, with clarity and confidence, you've come to the right place.
Who is
Ella Rivkin
My name is Ella Rivkin, and for over 27 years I've been helping business owners and professionals take control of their money, business, and life.
I'm the founder of ERPS Group, and my true passion is helping people achieve their personal, professional, and financial goals, not just with words but with practice. I believe financial freedom begins with understanding—knowing exactly how your money works and how to use it to your advantage.
Over the years, I've helped thousands of clients reduce their tax burden, organize their finances, build the right structure, and take their businesses to new levels of income, including seven-figure figures.
My approach is strategic and personal. I don't just "do taxes." I look at the whole picture: your business, your life today, and your goals for the next 1, 5, and 10 years—and I help you build a system that truly works.
My guiding principle is "Everything is in your hands." I sincerely believe that everyone has the power to change their financial future if they have the right tools, strategy, and support.
If you're tired of working yourself to the bone and want to start building your life and business consciously, with clarity and confidence, you've come to the right place.
Download now and get exclusive access!
ERPS Group LLC
800 SE 4 Avenue, Ste 707 Hallandale Beach, Florida, 33009, (954) 255-3848
