Financial Planning
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings is very important, prudent financial planning goes beyond the realm of just saving and investing.
Financial Planning for Business Owners
When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?
Succession Planning for Business Owners
When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on operations plans, marketing plans, capital-spending plans, maintenance planning, staffing plans, etc.
Investment Planning
The Internet, E-Commerce, Global Trade, and the “Gig” Economy have all impacted the way we must now look at investing. No longer will a popular company with a recognized brand insure a stable, long term investment.
Retirement Planning
Long before retirement even hits our radars, we are planning what type of education, skills training and professional designations we should acquire. We also spend a lot of time planning which industries are the best place to work, and which employers to work for.
Risk Management
If there’s one thing certain about life, it’s the uncertainty that life brings. The best laid plans can sometimes come to naught! While you can strive your best to plan wisely and thoroughly, you can also hedge your bets against the unintended through prudent risk management strategies.