Business Financial Planning

Our approach to financial planning is defined by a process that provides you with the guidance you need to make an informed decision. By taking a holistic, comprehensive approach, we work with you and your existing advisors to ensure your financial plan is coordinated and fully integrated. We believe your personal and business finances are intertwined, and we include all aspects of both in the planning process. During your onboarding, we use a three-staged approach, known as the Life & Business Blueprint (LABB) to build your financial plan. Once your plan is designed, we hold up to four annual meetings depending on your needs:

STAGE 1: Clarity

  • Identifying and capturing values
  • Understanding the personal and business priorities
  • What's holding you back?

STAGE 2: Identification

  • Personal and business valuation 
  • Value and coordination gaps
  • Identify where you are in the business ownership lifecycle
  • Relevant business exit/ transition options and impact on net worth

STAGE 3: Presentation & Action

  • Observations and recommendations
  • Prioritizing your objectives
  • Building implementation schedule
  • Communicate ongoing client service

ONGOING: Annual Meetings

  • Financial Plan Review
  • Risk Management Review
  • Wealth Management Review
  • Business Plan Review

Once YourBlueprint is executed, we provide continuous meetings year-round to re-assess and help ensure your goals are being met.

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