What We Do For You

 Your Services

 

YourFuture Planning Partners is a financial services firm for business owners, providing service in these key areas:

YourFuture Planning Partners - Build your Business Blueprint with us!

  • Business transition planning
  • Personal financial planning
  • Independent financial management and advice in investment planning, personal risk management, college funding, financial independence planning, and estate conservation.

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?
  • Do I need long term care insurance?
  • What is your plan to transition your business?

If you have these same questions, take this free report to find out where you stand. Are you financially and mentally ready to evitably leave your business? Let us help you design your future to a place of confidence, clarity, financial independence, and a sense of security. 

 

Contact us to begin building YourBlueprint today!

 

 
Who We Serve

 

Private business owners who:

  • Want a well-organized financial life
  • Want a coach to hold them accountable
  • Are serious about accomplishing meaningful goals
  • See the value in paying for independent, objective advice
  • Have a desire to pass on more than just money  

Click here to add your name to our monthly newsletter! 

 
How We Work For You

 

Our approach to financial planning is defined by a process that provides you with the guidance you need to make an informed decision. By taking a holistic, comprehensive approach, we work with you and your existing advisors to ensure your financial plan is coordinated and fully integrated. We believe your personal and business finances are intertwined, and we include all aspects of both in the planning process. We use a five stage approach to build your financial plan: 

 

YourFuture Planning Partners Business BlueprintSTAGE 1: Let's Meet

  • Have a conversation and get to know more about about how your family and your business are interconnected
  • Establish and prioritize your “important things”
  • Understand your values and pain points
 

STAGE 2: Business & Personal Valuation

  • Getting an estimated range of the value of your business and personal financial assessment 
 

STAGE 3: Getting Organized

  • Determine what type of owner you are and your potential business transition options
  • Gain clarity on realistic, short-term/simple things to reduce risk in your business while making it more attractive
  • Identify and remedy coordination gaps and missed financial planning opportunities
 

STAGE 4: Decision & Implementation

  • Do you want to continue to improve and grow the business or are you ready to get out?
  • Understand the monetary value of your business transition choice
  • Gain confidence in where you stand and what direction you're heading
  • Receive the 1st version of your financial plan
 

STAGE 5: Execution & Protection

  • Continuous review, service, and proactivity 
  • Consistent communication to help plan for and react to the things that are out of your control
  • Someone to be there for you that understands ALL aspects of your business and your family
 

Once YourBlueprint is executed, we provide continuous meetings year-round to re-assess and ensure your goals are being met.

 

Take our free report to get started. How financially and mentally ready are you to inevitably leave your business? 

 

 
Investment Philosophy
 

PRINCIPLE 1 | There is no such thing as “short-term” investing

In most cases, accumulating capital takes years of work and sacrifice to accomplish. It should be approached thoughtfully and prudently, without speculation. We take that seriously.

 

PRINCIPLE 2 | Valuation still matters

Markets can be subject to fads and hyperbole. Time and time again, when this basic principle of investing is ignored, many rush into “the next big thing,” only to be disappointed.

 

PRINCIPLE 3 | Market timing doesn't work

It is said that “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”

 

PRINCIPLE 4 | Market indexes and benchmarks can tell a much-distorted story

The success or failure of your investment plan should be measured only by its success in meeting your long-term goals over a full market cycle.

 

PRINCIPLE 5 | Positivity is key

While we always seek to protect your capital from threats and undue risk—we recognize the powerful and historical upside to human ingenuity and innovation over time.

 

PRINCIPLE 6 | Information is not knowledge

We know that achieving our client's goals requires more than just information; it requires personal knowledge of the client and their financial aspirations.

 

PRINCIPLE 7 | The traditional rules of investing still work

One should never abandon the traditional rules of diversification, sound values, patience, following a solid plan, and maintaining a long-term perspective.

 

 Pricing


Initial

Initial Financial Planning Fee                                                               Minimum $5,000

We collect half up front and half when the plan is delivered.

Depends on the complexity of your situation and the amount of time it takes us to complete your plan.


Renewal

Renewal Financial Planning Fee                                                          Minimum $5,000

The renewal fee will be offset or waived based on the Asset Management Fees paid to YourFuture Planning Partners.

YourFuture Asset Management Fees                                                                   

Under $500,000                                                                                                     1.40%

$500,000 - $1M                                                                                                       1.20%

$1M - $3M                                                                                                                 1.00%

$3M - $10M                                                                                                              0.90%

$10M+                                                                                                                       0.80%

Platform and internal fees may apply.