The Challenge and Solution
Paul and Kathryn came to us for direction. They were accumulating savings from a successful business. However, their lack of time meant their personal affairs were not being adequately managed. They understood making sound decisions was important to their families’ future, so they came to us.
By putting your cash flow to good use now, means that your ideal life becomes less reliant on business success. Call it a “Plan B”, however, we think of it as your “Plan A”.
You may be:
- Paying significant levels of taxation and want to change this
- Have a business plan, however, struggle to work on your family financial plan
- Are considering exiting your business and want to develop a plan for the future
- Accumulating wealth within the business and want to understand how to make the best personal use of these funds
The Moral of the Story: The most important piece of financial advice Paul and Kathryn received was that they should focus on the business and let the professionals deal with financial matters.