Business Owners

Financial Planning With Illiquid Assets

One gauge of financial success is monitoring net worth, which isn’t always easy to do. Not many people know the value of their house, their property, their business, and their collectibles, right on the spot. On the other hand, stock market investments are valuated daily. So even though growing net worth is not exclusive to… Continue reading Financial Planning With Illiquid Assets

Business Owners

4 Reasons to Hire a Financial Head Coach

The easiest way to be sure your business is being “worked on” is to hire professional help to do that planning work. The “do-it-yourself” drive that helped start the business will not serve an owner well when it comes to managing the many financial issues created by that business.  This is where professional expertise often becomes… Continue reading 4 Reasons to Hire a Financial Head Coach

Business Owners

“Working In” versus “Working On” the Business

Many businesses begin behind an owner’s entrepreneurial drive, typically related to a specific skillset that makes them highly confident that they can maximize their opportunity through self-employment. They start their business because they are passionate, hard working, and dedicated. But you’ve probably seen the statistics. According to the U.S. Bureau of Labor Statistics, half of… Continue reading “Working In” versus “Working On” the Business

Business Owners

7 Reasons Why Net Worth Should Be Your Financial Health Barometer

Video #1-535590 We sometimes find it hard to get our clients to focus on the main thing. In this day in age, it’s so easy to track performance of an investment that some lose sight of the big picture. Sure, rate of return is absolutely important. But does your rate of return really tell the… Continue reading 7 Reasons Why Net Worth Should Be Your Financial Health Barometer