Planning for the Holidays in Business

Updated: Oct 11, 2018



In this episode of the Dreamerʼs Financial Playbook, weʼre getting our businesses ready for the holiday season. Whether you’re expecting an annual dip in sales, a insane boom in orders or have no clue what to expect, we have a 5 step roadmap that will help you figure out what to expect and how to prepare for it.


For a quick reference, we’ve even added the steps below!

  • STEP 1: Look at the holiday income trends of your business and industry

  • STEP 2: Draft profit goals for your business based on family financial goals + business/industry trends

  • STEP 3: Adjust those profit goals based on the holiday traditions of your family, friends, employer and religious organizations

  • STEP 4: Decide what you need to do in order to hit that profit goal and meet those lifestyle considerations

  • STEP 5: Take action (tweaking the plan as you go)


P.S. In 2019, starting planning much sooner (like in July)

Tiana B. Clewis


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