The following tools will help you to approach a potential client about financial planning for their small business.
Financial planning for business owners is often two-sided: planning for the business and also personal financial planning. Our video and presentation outlines both:
What’s a Financial Plan
Why you need a Financial Plan
What does a Financial Plan include- personally and for the business
The Financial Planning Process
When dealing with a business owner, things can get pretty complicated. This checklist is focused on helping you to remember discussing key aspects of a business owner's financial planning.
Remember, financial planning for business owners is often 2 sided- one for the business and the other for the personal side.
By using this checklist, you can have a meaningful and open conversation with a business owner about their business and personal finances.
The checklist focuses on the business and personal side of a business owner’s life:
Tax Planning- tax efficiencies
Attracting & Retaining Key Talent
Short term goals
Medium term goals
Long term goals
Selling your business
What to do in case of divorce
What to do in case of death
The checklist, video and presentation are unbranded so you can add your own contact information, your website link and your logo to it. Don’t forget to use it with your clients, website, email and social media.
Financial Tech Tools helps financial advisors grow their business by providing professional websites, calculators and online marketing. Professional websites, content, email and social media marketing done by financial industry experts that have their CFP, CLU, CHS and EPC designations. With over 25 years of financial services experience, FinTech speaks "advisor", talk to them to help grow your business:
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