The Effect of Good Professional Advice

When it comes to professional advice, everyone is different. Some want confirmation on the decisions they’ve already made. Or they may want a professional mentor who can help them with every financial decision. In the same way as you might go and see a doctor when you are unwell, you may consider going to see a professional for advice if you have financial issues that you may need to address.…  Read more

Tips for managing contractors

For small businesses, working with independent contractors can be a life saver. You can hand over tasks you don’t have time for – at a fraction of the cost of an employee. Unlike staff, you won’t owe a contractor payroll taxes, unemployment insurance, health insurance, or other employee benefits. Because contractors aren’t employees, however, they do need to be managed differently. They’re accustomed to being their own bosses, for one…  Read more

Tactics for paying down debt faster

Very few business owners have the means to operate without borrowing at start up, or later on when it’s time to invest in growth. Borrowing, however, is only a temporary solution to a lack of funds. Without a repayment plan debt can grow into an unmanageable problem that costs much more than the initial loan. These strategies will help you re-pay your debt faster, so you can invest the cash…  Read more

Reasons to consider hiring a financial planner

For business owners who want financial security now and freedom in retirement, having a financial planner on the team is a must. A financial planner will create a customized, strategic action plan to help you achieve your personal financial goals. Getting to know you and your business inside out is the first step a financial planner will take to understand where you are now, where you want to go, and…  Read more

Knowing your WHY can help you act with purpose

People, clients buy WHY you do things and it is critical to attract clients who believe in the same things as what you do. By understanding who your business services and the results that your business generates for your clients, allows you to truly understand your WHY and WHY your business exists. It creates the culture in your business that motivates your clients and employees to stay by your side…  Read more

Delivering the How – the Strategy and the Tactics

It’s impossible for anyone to solve a puzzle if they are missing pieces. The road to prosperity is littered with the corpses of businesses who simply were not aware of or armed with the necessary tools to achieve success. The road to success can be achieved, when businesses clearly understand and identify all of the elements needed to complete the puzzle and effectively execute the grand plan. Clearly understanding your…  Read more

Creating Value Comes First

Many people feel as if they’re adrift in the world. They work hard, but they don’t seem to get anywhere worthwhile. Before wealth and assets can be managed and protected, they must be created. Too much of financial planning focuses on the investment and management of funds yet fails to build and manage the long-term viability of the very strategies needed to create the assets. We’ve all seen fortunes come…  Read more

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