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business PLANNING
RUNNING A BUSINESS IS A FULL-TIME JOB
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 BUSINESS PLANNING
What you need to know about the business planning process.
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You know what they are, RIGHT NOW. (This is not normal in our industry, go ahead and look around)
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After our initial consultation, we tell you which level we estimate you to land in. (We are pretty good at this, but in a select few situations, we do have to adjust our estimate after our Goals and Facts meeting)
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Your satisfaction in the plan is FULLY PROMISED for the entire 12 months. If you are not completely satisfied with your plan and service, we will write you a check for a full refund and wish you the very best.*
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Our pricing is based on plan complexity and estimated time involved. It has nothing to do with account size, income level, or age.
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Each package is designed to cover ALL OF YOUR BUSINESS PLANNING NEEDS in the first year. (Read more about OUR PROCESS below)
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.*
CFG Business Planning Process
Consultation
Goal Setting and Fact Finding
Plan Delivery
Sample Schedule
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Cash Flow and Debt -
Risk and Legal -
Benefits -
Annual Review
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.
YOUR VALUES.
YOUR GOALS.
OUR MISSION.
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
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Business structure,
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employee benefits elections,
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retirement plan selection,
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business sales and valuations, and
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risk management.
Simply, we clarify goals, identify challenges, and implement strategies to help your business succeed.
Everything you need to know about the ongoing service.
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These fees begin in year two. -
Again, you know exactly what they are, right now. NO SURPRISES.
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After the First Year Planning Process has concluded, YOU decide which level of service you would like for the next year.
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Ongoing service agreements are reviewed each year to ensure you are in the proper level of service.
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Fees are automatically charged at the beginning of each quarter and can be cancelled AT ANY TIME. (Refunds, however, are not offered for ongoing service fees)
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Our pricing is based on the number of meetings you would like and the anticipated complexity of your plan.
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Discounts are available for ongoing service fees based on the utilization of our investment management service.