Financial advice for business owners is often two-sided: personal financial advice and advice for the business.
Business owners have access to a lot of financial tools that employees don’t have access to; this is a great advantage, however it can be overwhelming too. Solid financial advice can relieve this.
Financial advice looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. For you, personally and for your business.
Why work with a Financial Advisor?
Worry less about money and gain control.
Organize your finances.
Prioritize your goals.
Focus on the big picture.
Save money to reach your goals.
For a business owner, personal and business finances are connected. Therefore both sides should be addressed: Personal and Business.
What does a Financial Advice for a Business Owner include?
There are 2 main factors when it comes to business owners’ finances: Growth and Preservation
Cash Management- Managing Cash & Debt
Tax Planning- Finding tax efficiencies
Retaining & Attracting Key Talent
What does Personal Financial Advice include?
There are 2 main sides your financial advisor should address: Accumulation and Protection