Funding Planner

Finding money for a business is not only about locating grants or applying for every loan you see. The Funding Planner—Expanded Edition helps you calculate the real need, compare responsible options, prepare required documents, and track each opportunity from research through follow-up.

Designed for entrepreneurs who need a realistic funding strategy, this workbook covers self-funding, grants, loans, crowdfunding, investors, repayment questions, application readiness, and scam warnings. It helps you pursue funding with a plan—not desperation or guesswork.

WHAT'S INCLUDED:

•       33-page printable digital workbook
•       Funding-need and safety-cushion calculations
•       Funding-source decision guide
•       Readiness score and document checklist
•       Grant eligibility, research, and scam checks
•       Loan readiness and offer comparison
•       Investor fit and ownership dilution
•       Crowdfunding goal and fulfillment math
•       Application answer and pitch builders
•       Opportunity tracker and follow-up steps
•       Final ready-needs work-not ready decision
•       Encouraging, plain-language guidance throughout
•       Instant PDF download

THIS WORKBOOK WILL HELP YOU:

•       Calculate how much funding you may actually need
•       Compare grants, loans, crowdfunding, investors, and self-funding
•       Organize deadlines, documents, applications, and follow-ups
•       Recognize common funding scams and unrealistic promises
•       Build a funding plan that matches your business and repayment ability

HOW IT WORKS:

1. Purchase the workbook.
2. Download the PDF immediately after checkout.
3. Print it at home or open it in a compatible PDF annotation application.
4. Work through each section in order and at your own pace.
5. Use your completed answers to choose and take your next business step.

NEED HELP? If you are unsure what to do next or need help completing any part of this workbook, visit helpingboldly.com. We would love to help you.

PLEASE NOTE:

This is a digital product. No physical item will be shipped. Because this product is delivered digitally, all sales are final, subject to applicable law and the policies of the selling platform. Colors may vary slightly depending on your screen and printer.

This workbook is intended for educational and informational purposes only. It does not provide legal, financial, tax, accounting, investment, lending, grant-award, or other professional advice. Requirements and results vary by business, industry, and location. Verify important decisions with current official sources and qualified professionals when needed.

Your purchase includes a personal-use and internal-business-use license for one purchaser. You may not resell, share, copy, reproduce, redistribute, upload, or claim this workbook as your own.

© 2026 Helping Boldly. All rights reserved.

You do not have to build your business alone. Helping Boldly is here to help you move forward with clarity, confidence, and a plan.

You will receive one 33-page printable PDF file.

PRODUCT 17 • HELPING BOLDLY SPECIALTY WORKBOOK