Financial advice for business owners is often two-sided: personal financial advice and advice for the business.

Business owners have access to a lot of financial tools that employees don’t have access to. This is a great advantage; however, it can be overwhelming, too.

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.

Why work with a Financial Advisor?

  • Worry less about money and gain control.
  • Organize your finances.
  • Prioritize your goals.
  • Focus on the big picture.
  • Save money to reach your goals.

For a business owner, personal and business finances are connected. Therefore, both sides should be addressed: Personal and Business.

What does a Financial Advice for a Business Owner include?

There are two main aspects when it comes to business owners’ finances: Growth and Preservation.


  • Cash Management – Managing Cash & Debt
  • Tax Planning – Finding tax efficiencies
  • Retaining & Attracting Key Talent


  • Investment- either back into the business or outside of the business
  • Insurance Planning/Risk Management
  • Succession/Exit Planning

What does Personal Financial Advice include?

There are two main aspects your financial advisor should address: Accumulation and Protection


  • Cash Management – Savings and Debt
  • Tax Planning
  • Investments


  • Insurance Planning
  • Health Insurance
  • Estate Planning

How do you start?

  • Establish and define the financial advisor-client relationship.
  • Gather information about current financial situation and goals including lifestyle goals.
  • Analyze and evaluate current financial status.
  • Develop and present strategies and solutions to achieve goals.
  • Implement recommendations.
  • Monitor and review recommendations. Adjust if necessary.

Next steps…

  • Talk to us about helping you get your finances in order so you can achieve your lifestyle and financial goals.
  • Feel confident in knowing you have a plan to get to your goals.