Business Owner
COVID Helpful Resources
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
Our common services are listed below. The colors represent the different facets of financial planning, with blue relating to business planning, green being personal planning, and purple showing the integration between the two.
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