For business owners seeking a partner with the resources and knowledge to both develop and maintain a tailor-made financial plan, our comprehensive financial planning for business owners process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and personal life down the road. We are in it together for the long haul.

The first part of establishing a successful planning partnership is the Introductory Meeting. In this phase, we have a 30-minute meeting/call to identify your values, goals, priorities, preferences, as well as potential obstacles. We will mutually establish what your expectations are for us and whether an ongoing planning partnership is the right fit.

 

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When the planning engagement commences, we will work together through the following steps:

 

 

Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

Detailed Planning

Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, business investment/growth, risk management, insurance, home ownership, estate planning, and detail the steps needed to conquer each obstacle.

Ongoing Aid & Advice

Your priorities and goals will inevitably shift through time, which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances require a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.

Covers:

  • 60-minute meeting, virtual or in-person (if local)
  • Identify client's current financial situation, goals, and values
  • Identify action items and prioritized to-do list
  • Ongoing collaboration to ensure financial plan developed is relevant, manageable, and comprehensive for client's situation

Covers:

  • 60-minute meeting, virtual or in-person (if local)
  • Plan delivery prior to meeting to enable client review
  • Delivery of annual goal summary, recommendations, action items, and prioritized to-do list
  • Delivery of month-by-month breakdown of goals and action items

Covers:

  • Periodic check-ins to:
    • Update financial plan
    • Revise goals, recommendations, action items, to-do lists
    • Assist with implementation of recommendations
  • Unlimited planning portal and email access
  • Emails/calls for accountability, guidance, or updates as needed
  • Unlimited access to technology suite:
    • Planning portal
    • Budgeting
    • Investment summaries
    • Financial statements

 

 

We Can Help You Create an Investment Plan to Achieve Your Goals.

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you.

In this short exercise, answer questions about yourself and your future objectives.

Then, request a consultation so that together, we can build a plan to help you get there.

Start Here   or   Schedule a Phone Consultation