{"id":23311,"date":"2019-11-07T14:51:47","date_gmt":"2019-11-07T21:51:47","guid":{"rendered":"https:\/\/chrisgeldert.ca\/?page_id=23311"},"modified":"2020-06-09T21:15:00","modified_gmt":"2020-06-10T04:15:00","slug":"financial-advice-for-business-owners-2","status":"publish","type":"page","link":"https:\/\/chrisgeldert.ca\/financial-advice-for-business-owners-2\/","title":{"rendered":"FINANCIAL ADVICE FOR BUSINESS OWNERS"},"content":{"rendered":"<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><h1>Financial Advice for Business Owners<\/h1>\n<p><iframe loading=\"lazy\" id=\"widget2\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/PwuKtraHLVs?autoplay=0&amp;playsinline=false&amp;showinfo=0&amp;rel=0&amp;iv_load_policy=3&amp;controls=0&amp;start=0&amp;origin=https%3A%2F%2Fwww.appsforadvisors.com&amp;enablejsapi=1&amp;widgetid=1\" width=\"100%\" height=\"600\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>Financial advice for business owners is often two-sided: personal financial advice and advice for the business.<\/p>\n<p>Business owners have access to a lot of financial tools that employees don&#8217;t have access to; this is a great advantage, however it can be overwhelming too. Solid financial advice can relieve this.<\/p>\n<p>Financial advice looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. For you, personally and for your business.<\/p>\n<h3>Why work with a Financial Advisor?<\/h3>\n<ul style=\"margin: auto 1em 1.5em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Worry less about money and gain control.<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Organize your finances.<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Prioritize your goals.<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Focus on the big picture.<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Save money to reach your goals.<\/p>\n<\/li>\n<\/ul>\n<p>For a business owner, personal and business finances are connected. Therefore both sides should be addressed: Personal and Business.<\/p>\n<h3>What does a Financial Advice for a Business Owner include?<\/h3>\n<p>There are 2 main factors when it comes to business owners&#8217; finances: Growth and Preservation<\/p>\n<p>Growth:<\/p>\n<ul style=\"margin: auto 1em 1.5em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Cash Management- Managing Cash &amp; Debt<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Tax Planning- Finding tax efficiencies<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Retaining &amp; Attracting Key Talent<\/p>\n<\/li>\n<\/ul>\n<p>Preservation:<\/p>\n<ul style=\"margin: auto 1em 1.5em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Investment- either back into the business or outside of the business<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Insurance Planning\/Risk Management<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Succession\/Exit Planning<\/p>\n<\/li>\n<\/ul>\n<h3>What does Personal Financial Advice include?<\/h3>\n<p>There are 2 main sides your financial advisor should address: Accumulation and Protection<\/p>\n<p>Accumulation:<\/p>\n<ul style=\"margin: auto 1em 1.5em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Cash Management &#8211; Savings and Debt<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Tax Planning<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Investments<\/p>\n<\/li>\n<\/ul>\n<p>Protection:<\/p>\n<ul style=\"margin: auto 1em 1.5em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Insurance Planning<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Health Insurance<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Estate Planning<\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"ory-plugins-content-image\" style=\"width: 100%;\" src=\"https:\/\/www.appsforadvisors.com\/ufs\/mediaLibrary\/ELgNgFfdPkda7445w\/financialPlanningBusinessChecklist.jpg\" \/><\/p>\n<h3>How do you start?<\/h3>\n<ul style=\"margin: auto 1em 1.5em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Establish and define the financial advisor-client relationship.<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Gather information about current financial situation and goals including lifestyle goals.<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Analyze and evaluate current financial status.<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Develop and present strategies and solutions to achieve goals.<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Implement recommendations.<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Monitor and review recommendations. Adjust if necessary.<\/p>\n<\/li>\n<\/ul>\n<h3>Next steps&#8230;<\/h3>\n<ul style=\"margin: auto 1em 1.5em; list-style-type: disc;\">\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Talk to us about helping you get your finances in order so you can achieve your lifestyle and financial goals.<\/p>\n<\/li>\n<li style=\"list-style-type: inherit; display: list-item; margin: .2em 0 0 .2em;\">\n<p style=\"margin: 0;\">Feel confident in knowing you have a plan to get to your goals.<\/p>\n<\/li>\n<\/ul>\n<\/div><\/section>\n<div  class='avia-button-wrap avia-button-left  avia-builder-el-1  el_after_av_textblock  el_before_av_hr ' ><a href='https:\/\/chrisgeldert.ca\/contact\/'  class='avia-button av-kb8nhysx-8bbe0db92dd70dd3bc3b5e4454410b30 avia-icon_select-no avia-size-large avia-position-left avia-color-theme-color ' ><span class='avia_iconbox_title' >Contact Me<\/span><\/a><\/div>\n<div  class='hr av-o552vj-b61b0d663d9a8c3379847b24725a1322 hr-default  avia-builder-el-2  el_after_av_button  avia-builder-el-last  '><span class='hr-inner '><span class=\"hr-inner-style\"><\/span><\/span><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":10,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.4 - 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