Financial Planning for Businesses

Financial Planning Services

Financial Plan Review: $597

 

A full business financial plan review, summary report, and general financial guidance.


See everything included with this service
.

 

 

Basic Plan: $2,597

 

A full business financial plan review, more robust financial planning services for your company, and an annual review on your plan anniversary.

See everything included with this service.

 

 

Advanced Plan: $4,597

 

A full business financial plan review, advanced financial planning services for your company, and complimentary annual reviews for 5 years.

See everything included with this service.

 

*Cancellation policy: If your coaching session can be changed to a different date during the same week, or if you can fill the cancelled appointment with another client, there will be no charge for a cancelled session. Otherwise, the full fee is charged.

A Full Business Financial Plan Review Includes:

 

Comprehensive Purpose and Goal-Setting Review

  • Review of company mission statement
  • 6 and 12 month goal audit

Comprehensive Review of Your Company’s Benefit and Liability Plans

  • Comprehensive retirement plan cost-benefit analysis (incl. cafeteria plans)
  • Lifetime employee benefit audit (expected future benefit analysis)
  • Executive bonus plan review
  • Group life & health insurance audit
  • Buy-sell agreement & succession planning
  • Key man insurance
  • Supplemental corporate-owned life insurance review
  • Disability insurance cost review
  • Unemployment insurance review
  • Worker’s compensation insurance review
  • Liability insurance review
  • Misc. corporate insurance review

Comprehensive Review of Retained Earnings

  • Retained earnings rescue (tax reduction & elimination)
  • Retained earnings optimization (earn interest on retained earnings without sacrificing liquidity)

 

Simplified Summary Report (SSR)

  • General guidance for financial plan construction to maximize profit and optimize cash flow, reduce tax burden, and optimize employee benefit plans

Basic Business Financial Plan Includes:

Everything in the full business plan review PLUS:

  • Business debt acceleration and cancellation plan
  • Custom corporate life and health insurance plan
  • Complementary annual review on your plan anniversary

Advanced Business Financial Plan Includes

Everything in the full business plan review PLUS:

  • Business debt acceleration and cancellation plan
  • Custom comprehensive corporate insurance plan
  • Custom cash flow optimization plan
  • Custom corporate benefits optimization plan
  • Corporate income and expense shifting protocol to reduce corporate and personal income tax liabilities
  • Complementary annual reviews for 5 years.