Using The C3© Process
For most small business owners, their business and personal lives are really one and the same. From a tax perspective, they are treated as different entities. In many cases, these parts of your life are treated like silos. In reality, they all function to create your life––today and in retirement. It’s vital that they are viewed as one. We call this business integration.
You might even have multiple layers of corporations, businesses and rental properties. We believe it is essential that we look at all your pieces to ensure that we have considered means to minimize your taxation and maximize your wealth, all the while creating opportunities and flexibility. Let’s face it, none of us know what the future holds or what the future tax rates and rules will be.
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Confidence:
Data Collection and Diagnostic Tests
- What is truly important to you?
- What are you wanting to achieve?
- What are you trying to eliminate?
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In Clarity we will take a deep dive to learn what is truly important to you and your family. We will identify the three different levels of your goals to use as a base for all the work we will do together going forward. Think of this like a thorough case history.
Confidence:
Data Collection and Diagnostic Tests
- Gathering the facts
- Creating a clear image of where you are today
- Understanding the impact of today on your future lifestyle
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Once we understand where you want to go, we turn our focus to the numbers. In Confidence we will gather the financials for both your business and your personal life. These really need to work together to create efficiencies and lay the groundwork for the strategies to follow. Understanding how the numbers project out to finance your lifestyle today and in retirement is a critical piece to making decisions that feel right and allow you to move forward with ease and comfort.
Control:
Diagnosis & Treatment
- Action plan
- Recommendations
- Decisions made
- Problems solved!
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Lastly, we need to develop an action plan. Creating a diagnosis and treatment plan helps round out our work together. Here we will make decisions and recommendations to move you toward the future of your dreams. Control also involves regular review and adjustments as life takes its twists and turns. All in an effort tol provide you with Peace, Power and Success.
Collaborative Business Integration
Business integration involves collaboration with your accountant and lawyer.* When we bring all the key players to the table, we create a more efficient and harmonious plan of action.
Ongoing financial management may also involve the placement of products where they serve you first and foremost. This financial process is part of a long-term commitment to wealth creation, management and enjoyment.
For greater detail on what we do, but more importantly, why we do it, please refer to the services grid.
* Your accountant and lawyer may charge you their customary fees and are not included in our services.
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Contact us today to learn more about business integration and how our holistic approach to finances can help you and your business.