Financial Plan Review: $597
A full business financial plan review, summary report, and general financial guidance.
See everything included with this service.
Basic Plan: $2,597
A full business financial plan review, more robust financial planning services for your company, and an annual review on your plan anniversary.
See everything included with this service.
Advanced Plan: $4,597
A full business financial plan review, advanced financial planning services for your company, and complimentary annual reviews for 5 years.
See everything included with this service.
*Cancellation policy: If your coaching session can be changed to a different date during the same week, or if you can fill the cancelled appointment with another client, there will be no charge for a cancelled session. Otherwise, the full fee is charged.
A Full Business Financial Plan Review Includes:
Comprehensive Purpose and Goal-Setting Review
- Review of company mission statement
- 6 and 12 month goal audit
Comprehensive Review of Your Company’s Benefit and Liability Plans
- Comprehensive retirement plan cost-benefit analysis (incl. cafeteria plans)
- Lifetime employee benefit audit (expected future benefit analysis)
- Executive bonus plan review
- Group life & health insurance audit
- Buy-sell agreement & succession planning
- Key man insurance
- Supplemental corporate-owned life insurance review
- Disability insurance cost review
- Unemployment insurance review
- Worker’s compensation insurance review
- Liability insurance review
- Misc. corporate insurance review
Comprehensive Review of Retained Earnings
- Retained earnings rescue (tax reduction & elimination)
- Retained earnings optimization (earn interest on retained earnings without sacrificing liquidity)
Simplified Summary Report (SSR)
- General guidance for financial plan construction to maximize profit and optimize cash flow, reduce tax burden, and optimize employee benefit plans
Basic Business Financial Plan Includes:
Everything in the full business plan review PLUS:
- Business debt acceleration and cancellation plan
- Custom corporate life and health insurance plan
- Complementary annual review on your plan anniversary
Advanced Business Financial Plan Includes
Everything in the full business plan review PLUS:
- Business debt acceleration and cancellation plan
- Custom comprehensive corporate insurance plan
- Custom cash flow optimization plan
- Custom corporate benefits optimization plan
- Corporate income and expense shifting protocol to reduce corporate and personal income tax liabilities
- Complementary annual reviews for 5 years.