Life Insurance
A one-time payment to your business when you pass away. Your business can use this for whatever it needs.
Business Overhead Expense (BOE)
An expense reimbursement plan if the owner or key person cannot work. This covers the expenses required to keep your business afloat - rent, min. debt payments, etc.
Critical Illness
A one-time payment to your business if you're diagnosed with a critical illness. Your business can use this for whatever it needs.
Group Health Insurance
Helps cover health costs for your employees. There are many ways to structure this, depending on your company's budget. This is an effective employee retention benefit.
Key Person Insurance
A one-time payment to your business when a key employee or partner of whom the successful operation of your business depends passes away.
Life Insurance
A one-time payment to your business when you pass away. Your business can use this for whatever it needs.
Business Overhead Expense (BOE)
An expense reimbursement plan if the owner is disabled and can't work. This covers the fixed expenses required to keep your business running - like rent and utilities.
Critical Illness
A one-time payment to your business if you are diagnosed with a critical illness. Your business can use this for whatever it needs.
Group Health Insurance
Helps cover health costs for your employees. There are many ways to structure this, depending on your company's budget. This is an effective employee retention benefit.
Key Person Insurance
A one-time payment to your business if a key employee or partner (who the successful operation of your business depends on) passes away.
Business Financial Coaching
Professional, one-on-one coaching of your business finances.
Are you overwhelmed by your small business’s finances or what it means to incorporate? Not sure where your money is going, how much you should be saving, and which professionals to hire?
We can teach you to
- Make your money work for your business (not the other way around)
- Be confident with your finances, even in slow months
- Enjoy your money and not be afraid of it
With a financial review and analysis of your business’s progress and habits, we will work on strategies to get your finances in order and keep them that way.
Business Financial Coaching
Professional, one-on-one coaching of your business finances.
Are you overwhelmed by your small business’s finances or what it means to incorporate? Not sure where your money is going, how much you should be saving, and which professionals to hire?
We can help you:
- Make your money work for your business (not the other way around)
- Be confident with your finances, even in slow months
- Enjoy your money and not be afraid of it
With a financial review and analysis of your business’s progress and habits, we will work on strategies to get your finances in order and keep them that way. Basic packages start at $625 + GST for 2 hours of face-fo-face advisor time, plus advisor time for summarizing meetings.
Business Financial Planning
A professional, one-on-one analysis of your personal and/or business finances.
Are you worried about managing cash-flow, how to pay yourself, whether to get an accountant or bookkeeper, and who to talk to about…everything?
If you’re ready for financial clarity and to tackle the next step in becoming the Best Business You, get started below!
Not quite that ready? Book a discovery call here.
With a financial overview and analysis, we’ll look at cash flow, financial set-ups and management, goals, and plans. Our advisor can work in conjunction with your other professionals* (accountant, lawyer, bank advisor, etc.) to ensure a full picture is in place.
Business tune-up packages range from $755-$950 + GST for 2.5-3.5 hours of face-fo-face advisor time, plus advisor time for reviewing and summarizing meetings as well as outlining a plan for action. (*Additional professional time may be billed by them, at their rates.)
Business Financial Planning
A professional, one-on-one analysis of your personal and/or business finances.
Are you worried about managing cash-flow, how to pay yourself, whether to get an accountant or bookkeeper, and who to talk to about…everything?
If you’re ready for financial clarity and to tackle the next step in becoming the Best Business You, get started below!
Not quite that ready? Book a discovery call here.
With a financial overview and analysis, we’ll look at cash flow, financial set-ups and management, goals, and plans. Our advisor can work in conjunction with your other professionals (accountant, lawyer, bank advisor, etc.) to ensure a full picture is in place.
What's the Difference Between a Coach and a Planner?
FINANCIAL COACHING
This is for you if…
- You struggle to keep our business on a budget
- You need someone to guide you through the process
- You feel overwhelmed by finances and want to get organized
- You struggle with debt
FINANCIAL PLANNING
This is for you if…
- You want a written financial plan for your business
- You want a second opinion on your financial strategies
- You are planning to transition the business
- You are required to work with a Certified Financial Planning Professional®
Not sure where to start?
Book a call with our Advisor if you’re not sure whether to start with your budget,
insurance, or something in between.