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BUSINESS PLANNING

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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.

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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

elite planning
$679 
5 INSTALLMENTS

entrepreneur
Mastering

  • All Core Planning and Premier Planning Services +

  • Business owner Financial Planning

  • Investment Management

  • Succession and Exit Planning

  • Buy-Sell Coordination

  • Legacy and Charitable Planning

  • Tax Planning

  • Customized Qualified Retirement Plans

  • Key Employee Benefit Planning

  • Real Estate Planning

  • Income and Asset Protection

  • Executive Retirement Plans Qualified/Non-qualified

  • Company Benefits Structuring

Fees Disclosure
Elite Bespoke Annual Review Service

A service for clients who have multiple complex financial solutions and circumstances that require frequent reviews and close working.

 

Typically, clients need us to remain available to respond to matters, freeing their own time up and ensuring a smooth service. We can help with broader financial planning issues for the individual, immediate family members, and their business financial planning strategies.

INCLUDES:

  • Four yearly review meetings ( Quarterly after Elite plan completion)

  • Ongoing monitoring of plans to include updating and revising current plan objectives

  • Taking a look at income withdrawals to check they are at a sustainable level

  • Taking a look at contributions to check they are enough to achieve a client’s aims

  • Proactive advice on specific, relevant planning objectives.

  • Monitoring business employee benefits processing.

  • Access to the adviser for general queries and advice throughout the year via email, virtual meeting, or calls, these can be broken down into as little as 15 minutes (total of 2 hours per year- logged tracked).

Fees Disclosure

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

  •  Social Security decisions

  •  Budgeting

  •  Debt reduction

  •  Mortgage payment decisions

  •  Liability coverage

  •  Major purchase decisions

  •  Charitable strategies

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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

  • Wills and trusts

  • Family Foundations

  • Transfer and legacy planning

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