Business Owner
When you own a business or run a practice, you never completely “leave work at work.” Your company's finances impact your personal financial goals, so it makes sense to plan for them in conjunction. Our Business Owner level subscription offers all the personal guidance of the Professional/Family level, while offering you additional business finance expertise.
Common Services
Annual Insights™ Enterprise package including:
| Personal | Business | |
|---|---|---|
| Comprehensive financial inventory | ||
| Organization, mapping, and aggregation of accounts and entities | ||
| Comprehensive risk management analysis | ||
| Tax Insights and strategy* | ||
| Business continuation/exit planning strategy | ||
| Business performance insights | ||
| Business valuation and industry benchmarking | ||
| Sufficiency Insights | ||
| Efficiency Insights |
Plus:
- Retirement income planning analysis and strategy
- Coordination with existing legal and tax advisors
- Quarterly planning sessions with specialists team
Tools You Will Get
- 1
Living Balance Sheet® full planning experience and secure website access - 2
Annual Insights™ enterprise essentials package - 3
Performance Insights™ analysis reports and reviews - 4Account aggregation, personalized alerts, dynamic reports, personal financial vault
