Financial Planning For Business Owners

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Therefore both sides should be addressed: Personal and Business.

I’m a small business owner myself, so I understand the unique joys and stresses of working for yourself.

When you’re a small business owner, many of these choices go beyond simple HR decisions because they will impact your own personal finances, as well.

What benefits should you provide for your employees? In some cases, this extends beyond simple health insurance to benefits like flexible spending accounts, health savings accounts, employee assistance programs and emergency childcare.

However, the time spent to build and update a financial plan can help business owners move forward with confidence.

Business owners walk a tightrope – balancing today’s financial requirements, while amassing the funding needed for future growth.

Click here to schedule your complimentary 30-minute introductory call.

Read Full Bio Cathy’s passion for helping others in their financial lives began when, at age 23, she lost her mother to a drunk driver.

Whichever path you choose, I can help you optimize your personal, business, financial, legal and tax situations to ensure that you carry out your plans in the most orderly, sensible and tax-efficient way possible, letting you can keep more of the proceeds from the sale.

Working with a Certified Exit Planning Advisor to craft a plan that reflects your personal goals, needs, and desires for your business means you’re in control of your own future.


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