BUSINESS PLANNING
Whether you are a start-up, small business, or corporation you need a realistic and comprehensive business plan every year. We get you started with a business plan or review your existing one.
Running a business can be hard work, but it can also be highly rewarding — personally and financially. With advice from qualified professionals to help your finances run smoothly in the background, you can focus on the day-to-day matters that contribute to making a profit such as having a happy, productive, and content workforce.
BUSINESS PLANNING FEES
FIND ONE PLAN THAT FITS YOU TODAY
HOURLY FEES
ON DEMAND ADVISE
Financial planning services are also
offered for an hourly fee of $200 and not to exceed 12 hours.
Hourly financial planning services for any applicable topics that the Client would like reviewed. Advice on various topics including but not limited to:
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Goal planning
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Social Security decisions
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Budgeting
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Debt reduction
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Mortgage payment decisions
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Liability coverage
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Major purchase decisions
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Charitable strategies
Supporting the Client when working with the Client’s other professionals (i.e. attorneys, tax professionals, etc.) on business or financial topics, such as:
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Business succession planning
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Wills and trusts
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Family Foundations
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Transfer and legacy planning