 |
 |
|
|
It is our job to help you create a blueprint for your "financial" business. We do this by asking you a number of questions and
requesting data from you that is specific to your business.
The first step is to quantify your current position by summarizing your
assets and liabilities in a usable format. Once this is provided,
we begin to make some baseline assumptions based on your stated goals
and initial feedback. Questions we would ask might include:
- What are your aspirations?
- Expansion plans/major expenditures (children/vacation home)?
- How long do you want to let your asset base grow and when will you need it to support you?
- Lifestyle requirements - now and future?
- Revenue streams - now and future?
- How will you handle unforeseeable threats to your financial well-being?
- Disability.
- Death.
- Loss of employment.
- How much risk are you taking with your working capital relative to your goals?
- Are you implementing cost cutting measures?
- Reduction in borrowing costs.
- Taxes.
- Planning efficiencies.
|
 |
|
