Financial Wellness for Business Owners

Covid-19, with its social distancing, national shutdowns, stock market uncertainty, etc., has had a major impact on many businesses both startups and seasoned companies. This has caused business owners and executives to reevaluate and resharpen their personal money skills.

Session #1 - Financial Psychology & Mindset - February 16th

Maintaining the proper mindset is vitally important especially in times of economic challenges. In this session, we explore how our money mindset developed & to how make adjustments in today’s environment.

Session #2 - Budgeting for Business Owners - February 23rd

A proper budget give you goals and priorities for your money. Emphasis will be place on proper accounting methods and separation of business and personal expenses.

Session #3 - Personal & Business Credit - March 2nd

As a start-up business, your personal business is your business credit.

In this session, we review personal credit basis and business credit building strategies.

Session #4 - Loan & Debt Management & Elimination - March 9th

Far to often, small business owners look to loans and debt to capitalize their business.

We will explore good vs bad debt, other capital options, and ways to eliminate debt.

Session # 5 - Insurance & Estate Planning - March 16th

Insurance and risk management is a key component to the success of a small business owners.

Having a succession plan and persona estate are also very vital.

Session #6 - Retirement Planning for Business Owners - March 23rd

Many business owners fail to plan for retirement frankly because they busy running the day-to-day operation of their business. Various retirement options will be introduced.