YourProcess

YourBlueprint

 

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? 

 

 

 

 

 YourServices

 

Business Financial Planning

YourFuture Planning Partners is a financial services firm for business owners, focusing on these key areas:

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?
  • 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. If you have these same questions, take this free report to find out where you stand. Contact us to begin building YourBlueprint today!

 

 

 

Business Owner Newsletter

Every month, YourFuture Planning sends out a customized e-newsletter specifically designed for business owners. It includes financial tips that are relevant to current events as it pertains to business owners. 

If you want to receive vaulable financial information to make your business more successful, you should read this.

 


Individual Financial Planning

YourFuture Planning Partners also provides comprehensive individual and family financial planning, following a staged approach.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Comprehensive Financial Newsletter

Every month, we send you valuable information covering all aspects of your financial well-being. We want to receive a variety of topics to help you make informed decisions for your lifestyle. 

Stay informed, read our comprehensive monthly newsletter.

 

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  
 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.