Starting a Business - Milestone Planning
A business is only as good as its plan
Everyone begins with the intention of succeeding, this makes working with a PRO even more important. Below are the services included in this Milestone Financial Plan.
Action Checklist
You'll leave with a list of actionable financial goals to carry out your plan
Income Protection Analysis
Understanding who will cover business expenses if you're sick, hurt, and unable to work
Cash Flow Review
Understanding your profits and how your business provides for you
Discussion of Business Goals
Aligning short term tactical actions with long term goals. Discussion of employees, revenue, production, and more
Asset Purchase Advisory
Review and recommendation on major purchases requiring borrowed funds
Employee Compensation Review
Understanding and balancing employee plans for retention and success
Employee Healthcare Review
Understanding different options available and working with you to select the best one for you
Statement of Assets & Liabilities
Understanding key assets and liabilities as well as their affects on your business goals
Investment Allocation Plan
Understanding diversification, the majority of business owners are drastically over invested
Debt Review
Individualized advice that will help you handle loans without disregarding your business goals
Insurance Coverage Analysis
Proper coverage of partners and key employees, buy-sell agreements, and more
A business that succeeds without sufficient planning is a rarity. To help avoid failure, have a PRO help with your planning.