DO YOU HAVE A PERSONAL FINANCIAL PLAN THAT INTEGRATES WITH YOUR BUSINESS PLAN?
If you’re like most business owners, you’ve spent a lot of time working on your business and haven’t paid much attention to your personal planning. You need a personal financial plan, just like everyone else, but yours needs to take into account the planning opportunities that exist that involve your business. Your personal and business lives are inextricably linked and your personal financial plan needs to take this into account.
You should have an Accountant and a Lawyer. You should also have a Financial Planner in your corner to help you coordinate all the financial and legal pieces and ensure a comprehensive plan is put in place for you and your family. Red Seal Financial Ltd. can help you with this.
We have a Certified Financial Planner and a Chartered Professional Accountant on staff who can help you build a plan, and then liaise with your other professionals to implement this plan.