The Entrepreneur
Stephen’s business is deeply part of him and also deeply part of his family. And he’s invested as much time and energy into it as any other person or aspect of his life. He takes responsibility for the people in his business as much as the people in his family; in many ways, the business requires as much nurturing and care as a child.
But being a business owner also requires balance. He wonders how much money he should pour into the business from his savings. He wonders if funding a business’s cash flow needs is the right move. And he wonders what he should do to protect himself and his family in case something happens to the business that he can’t control. He’d also like to find ways to add extra value for his employees.
We are here to help.
Voice will give you the tools to help you see the possibilities of the life ahead of you.
Ways Voice Can Help Stephen & His Business:
Being an outsource partner for his personal finances so he can focus on growing his business
Ensuring that Stephen has adequate protection in the event of unforeseen personal and business events
Retirement plan selection and set up based on his individual company profile and needs
Developing a financial wellness program to teach employees how to better manage their money
Helping educate his work “family” to think and talk about personal financial goals and organization
Primary Concerns:
Determining how much should be taken from personal savings to invest in the business start-up
Making decisions regarding investing in the success of the business
Deciding what types of retirement plans are right for personal needs, for the business, and for employees
Protecting the value built up in the business for partners and family
Providing opportunities to help employees also be financially “well”
Brief bio summary:
Stephen, 52
Employment: Principal, Architectural Consulting Firm
Family Status: Married for 21 years with three children, Andrew, 17, Charlotte, 15, and Justin, 12
Homeownership: Own one home in which they live
Annual Household Income: $400,000
Net Worth: $1.8 million
These clients are hypothetical and for illustrative purposes only. This presentation is a hypothetical view of financial planning items a client might see in the course of an advisory review. This is for informational purposes only and should not be construed as an investment recommendation or solicitation. Please consult a financial professional to discuss your individual situation prior to making any investment decision.