top of page

business PLANNING


Creating something out of nothing is not an ability that everyone has. It takes careful planning, tireless work ethic, great people around you, and a little bit of luck. 

You have worked hard to get to where you are. You have experienced successes and failures (and not always in that order). You have worn all of the hats of your business and made all the decisions. You have poured your heart into your business.

At times, your personal finances can become an afterthought when trying to grow and sustain your business. Sometimes you are so busy working in your business, that you don't take the time to work on your business.

You can't do it all alone. 


You are only as strong as the people you surround yourself with. Over the last 40 years, we have gotten really good at helping entrepreneurs plan and manage their personal and business finances.

Run your business. Let us do the planning.



CFG Satisfaction Promise

If after the first year you are not completely satisfied with the plan or service, we will write you a check for your entire first year planning fee.*

Never look back unless you are planning to go that way."

-Henry David Thoreau


ongoing service

After the First Year Business Planning Process, there is still much to be done, but the heavy lifting has generally been completed. Because of this, our ongoing service options are much less expensive than the first year business planning fee. We look at this as a maintenance and service package for your business financial plan. In business, the landscape is constantly evolving. Having someone to call that understands your situation is vital to continued financial well being.

Annual Meetings

Annual strategy update

Scheduled phone calls

Unlimited email support


Semiannual Meetings

Semiannual strategy update

Unlimited phone calls

Unlimited email support


Quarterly Meetings

Quarterly strategy update

Unlimited phone calls

Unlimited email support


Want a personal plan too?

Already have a plan?

Business plans and personal financial plans are very different. Learn about our personal financial planning here.

Have you already developed a financial plan but would like another set of eyes to review it? Learn about our plan review option here.




You pour your heart into your business. Ups and downs are inevitable. 

Planning for your business should prepare you and your business to weather the storms that lie ahead.

Your advisor needs to fully understand the goals and direction of your business in order to provide real, valuable solutions.


Working with CFG for your business planning can help with

  • Business structure,

  • employee benefits elections,

  • retirement plan selection,

  • business sales and valuations, and

  • risk management. 


Simply, we clarify goals, identify challenges, and implement strategies to help your business succeed.

Just getting started with your plan

We may be a good fit and would love to help!

Contact us today for your complimentary consultation

bottom of page