Let’s start with the fundamentals – your goals and finances! With business potentially coming to a halt, you may need to adjust your annual plan and budget for reduced revenue (sales) and increased expenses. At RD Advisory Group we begin every client implementation by formalizing a budget. Because without a starting point, how can you possibly begin to measure?!

In the famous words of Benjamin Franklin, “Failure to plan is planning to fail.”


If you have a budget: Time to update it and keep it on hand. We are in uncharted territory and numerous revisions will likely need to be made.

If you need a budget: The RD Advisory Team will be providing a copy of our annual budget template to agencies that need it, free of charge and no obligation. Request a copy of the template using the button below. A member of our team will provide it within 48 hours.


Seriously, our team is here to help! For assistance or questions, email us at: [email protected].

Click here to request a copy of the budget template!

We’ll respond within 48 hours. 

For more COVID-19 agency resources, click here.