The Integrative Trio™

$697.00

Your goals. Your numbers. Your plan. Finally working together.

Most business owners get stuck chasing tasks instead of leading with clarity. The Integrative Trio™ gives you the same three-part framework used in CFO firms to define direction, track the right metrics, and implement strategies that actually work.

With this system, you will:

  • Align your goals with data that makes sense.

  • See the truth in your numbers without overwhelm.

  • Turn strategy into action so your business grows sustainably.

This is the business operating system trusted by multimillion-dollar companies, now structured into a self-guided tool you can use to lead your own business with confidence.

Your goals. Your numbers. Your plan. Finally working together.

Most business owners get stuck chasing tasks instead of leading with clarity. The Integrative Trio™ gives you the same three-part framework used in CFO firms to define direction, track the right metrics, and implement strategies that actually work.

With this system, you will:

  • Align your goals with data that makes sense.

  • See the truth in your numbers without overwhelm.

  • Turn strategy into action so your business grows sustainably.

This is the business operating system trusted by multimillion-dollar companies, now structured into a self-guided tool you can use to lead your own business with confidence.

One Framework. Total Clarity.

Most programs focus on just one piece of the puzzle: vision, money, or productivity. The Integrative Trio™ connects all three so you can align your decisions, your resources, and your time. No more spinning in circles, wondering what to do next. This is a repeatable system you can return to every quarter as your business grows.

How This Makes Business Easier

  • Move from guesswork to data-driven clarity

  • Reduce overwhelm by focusing only on what matters most

  • Keep your goals, numbers, and time working together instead of pulling in different directions

  • Make confident choices you can explain, defend, and feel good about

  • Always know where you stand and what to do next

What You’ll Be Able to Do

  • Set strategic goals that are specific, measurable, and achievable

  • Understand exactly where your money is coming from and going

  • Spot growth opportunities without overextending resources

  • Protect your time by filtering out low-impact work

  • Lead your business from clarity, not urgency

What’s Inside the Trio

Delivered as a single ZIP file for instant access, including the Start Here Guide plus all supporting PDFs, spreadsheets, and fillable forms.

Part 1: Define Your Direction (Clarity)

  • Create or refine your purpose statement so every decision supports your mission

  • Map your strategic path with S.M.A.R.T. goals that match your long-term vision

  • Conduct a business reality check to uncover strengths, gaps, and opportunities

  • Build your momentum map to turn big-picture goals into actionable steps

Part 2: Mind Your Metrics (Strategy)

  • Learn the four key metrics that actually move your business forward

  • Use the Metrics in Motion spreadsheet to track and interpret your numbers

  • Spot trends, inefficiencies, and profit leaks before they become problems

  • Apply metrics to decision-making so every move supports your goals

Part 3: Optimize Your Outcomes (Efficiency)

  • Prioritize high-impact tasks that protect your profit and free your time

  • Use the Clarity Calendar to structure your days around what matters most

  • Apply the Rapid Results Filter to make quick, confident decisions

  • Create sustainable systems that keep you focused without burning out

Why It Works

This is not theory. It is the same integrated approach used inside CFO firms, now built for small business owners. The Trio was designed by Natalie, a CPA and former CFO with over 25 years of experience in finance and 15 years advising multimillion-dollar companies. Every tool is clear, practical, and immediately useful, so you can get results without overwhelm.

Format and Access

  • Instant download via one ZIP file

  • Start Here guide included for step-by-step use

  • PDF guides for each section, printable and easy to reference

  • Editable spreadsheets for metrics and mapping

  • Fillable forms for completing exercises digitally

  • Short video walk-through for the Metrics in Motion tracker

Get The Integrative Trio™ today for $697 and finally run your business with goals, numbers, and time working together.