Financial Planning

PROGRAM DESCRIPTION	ESTIMATED PROGRAM LENGTH	PROGRAM CONTENT

Financial Balance	6 to 8 hours	Financial Balance

Choice of Entity	2 to 4 hours	Choice of Entity

Financial Planning	2 to 4 hours
The purpose of this program is to assist each participant in the creation of a personal financial statement as of a current date and as of a future date (retirement). We then discuss ways to build a balanced personal financial wealth and plan for the future working with their CPA, Insurance Agent, Lawyer, and Investment Manager. Sample Personal Financial Statement (Doc, 62 KB) , (PDF, 27 KB) Personal Planning Questionnaire (Doc, 214 KB) , (PDF, 79 KB)

Creating a Working Business Plan	2 to 4 hours	Working Business Plan

Family Business Planning	2 to 4 hours	Family Business Planning

Understanding Financial Statements	2 to 4 hours	Understanding Financial Statements

Fire Your Accountant	2 to 4 hours	Fire Your Accountant

Compensation Plans	2 to 4 hours	Compensation Plans

Planning Opportunities	6 to 8 hours	Planning Opportunities