Total Wealth Management – Corporate
Designed to Keep You Aligned
Connecting Your Business Finances With Your Personal Goals
Your partners/executive team all have individual financial goals that they want to achieve through the work they are doing in the business. Our Total Wealth Management – Corporate service provides advice at the corporate level, as well as the individual level, for your partners/executive team under one corporate planning agreement. We start with individual goal setting with each member of your team and then move to the goals of the business. Our understanding of everyone’s situation gives us unique insight into how the business contributes to the individual goals of each team member. This insight provides context for decision-making at the business level while keeping personal planning goals confidential.
Annual Planning Rhythm
Financial planning is a process, not an event. Our process is built to be delivered on a calendar year basis, ensuring that your entire financial life is in order and in alignment.
Goal Planning and Cash Flow Review
In Quarter 1 we step back and revisit the big picture for your business. We review the prior year and the progression of your goals and financial metrics. We line-up the initiatives for the coming year so that the financial management of your business is aligned with your strategic initiatives and you are prepared to make future decisions that may come your way. Many times, this process will include your entire professional team to assure continuity of planning across all disciplines.
With your team established, it is time to put in place the necessary systems and processes to enable everyone to continually add value as a planning team. Just like within your business, you need to think strategically about how your team is structured, and…
We have heard a lot about ‘virtual’ in the past year and a half, but your Virtual Team is not a team that meets exclusively via Zoom. Rather, this team comes around your Core team when you encounter issues outside their areas of competency.…
What seats do you have at your planning table? What seats might you need that you don’t have? What roles do you need your advisors to play to help grow and protect your business? These are probably not questions you lay awake asking yourself…