Financial Planning For Entrepreneurs
INITIAL MEETING
Xxxxx
xxx
xxx
xxx
• Xxxxx xxxx xxxxxxx
xxxxxxx
xxxxxx
Identifying your strengths and putting them to use xxxx
It is also important that we discuss any opportunities that may exist in your near or distant future.
• Short-term Cash-flow Needs
Are you comfortable with the level of cash on hand needed to cover any final expenses in addition to your short-term living costs? If not, we will brainstorm about what solutions might be available to you.
• Communication with Other Professionals
xxxxx
xxxxx
xxxxx
• The Current Financial Situation and Financial Goals
xxxxx
xxxxx
xxxxx
xxxxx
• xxxxxx
xxxxx
xxxxx
xxxxx
• Warn Against Making Immediate Irrevocable Financial Decisions
xxxxxxx
xxxxxxx
SUBSEQUENT MEETINGS
The initial meeting is to gather information; it is highly unlikely that any financial recommendations will be made at the initial meeting. Subsequent meetings are focused on more specific recommendations related to:
Income Analysis
Cash-flow Analysis
Financial Security
Investment Review
Update Estate Planning
REBUILD
Once we have completed the transition tasks, we will create a holistic customized wealth management solution that is unique to your situation and goals.
After we have developed and implemented your plan, we continue to actively work with you. Over time, your goals and situation may change. It is important to keep your financial plan aligned with your goals, which is why we regularly meet and stay in communication with you.