Financial Planning and Investment Advice
Designed for Business Owners
As a business owner, you have unique needs which aren't addressed with typical financial planning and investment advice. Every personal financial planning decision must also consider the impacts on your business. I act as your partner in navigating between your personal financial needs and the financial needs of your business.
Financial Planning is specifically designed to fully fund the four key financial needs of every entrepreneur:
Financial planning designed to help ensure the owners’ have tax-efficient and stable income to fund the financial needs and life goals for their families.
Your business is the single most important investment and asset you own, which is why financial planning must include a fully-funded plan for business growth.
Plan for economic downturns to ensure your business has cash reserves to survive and thrive during the inevitable slowdowns in your industry.
Your retirement is contingent upon funding and preparing the transition to focusing on other life goals without impacting the long-term success of the business.
Get Expert Advice on:
Cash flow analysis and debt management
Business and personal risk management and insurance consulting
Advice for balancing investing in your business and investing in the market
Retirement planning including planning for transfer or sale of the business
Integrated business and personal tax planning
Business continuity and estate planning
Personal financial planning advice