Business Owners

Your Personal Finances and Business Finances Must be Considered Together

You pour yourself into your business to make sure it is successful. Nobody truly understands the demands placed on a business owner unless they are one themselves. We understand, and we want to help you succeed in your personal finances, just as you have succeeded in your business.

Whether it's you or someone else, someone is the CFO of your business. Do you have a CFO for your personal finances?

Things You Should Consider as a Business Owner

• You invest your time and your money in your business, don't neglect investing for personal goals and retirement
• Diversify a portion of your investments outside of your business
• Build and maintain your "rainy day" fund to weather business downturns
• Tax planning strategies that include your business and personal finances
• Risk mitigation
• Appropriate types and levels of insurance coverage
• Appropriate business entity to limit your personal liability
• Life and disability insurance strategies to protect your business
• Executive compensation
• Employee benefits
• Employee retirement savings plans
• Develop your plan to exit your business well in advance
• Succession plan to family or key employees
• Sale of your business
• Keep your estate/legacy plan and will or trust up to date

FIT Planning Questionnaire - please click here to download and get started. After our initial meeting, we will work with you to complete an analysis of your business(es):