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As a business owner, it is important to have a financial goal in mind. In this tutorial, the speaker explains step by step how to set and calculate your financial goals using DocHub. Using an example of a $100k annual goal, the tutorial demonstrates how to determine the number of clients needed (approximately 15 to 20) based on rates and client size. The tutorial includes a spreadsheet tool for easy calculations, which viewers can download and use for themselves. Simply input your income goal at the top and divide it by 12 to set monthly targets.