Finances for business owners is often two-sided: personal financial planning and planning for the business.

We understand this because at Simplified Financial, we are business owners too.

Business owners have access to many financial tools that employees do not. Having access to these tools is a great advantage; however, learning about and understanding these tools can be overwhelming and confusing. We can relieve this.

At Simplified financial, we look at where you are today and where you want to go. We take the time to create a purpose driven plan. Our goal is to break complex financial concepts into digestible, bite-sized chunks of information that help you build your financial knowledge. We help you focus on your short-, medium- and long-term financial goals and put together a straightforward plan on how you can reach them.

Why do you need a plan?

• Feel in control of your financial future.
• Build a financial foundation that protects your business and your family. 
• Organize your finances.
• Prioritize your goals.
• Focus on the big picture.
• Save money to reach your goals.
  

For a business owner, personal and business finances are often connected. Therefore, you should have a practical plan that addresses both. 

What does a Personal Plan include?

There are two main sides your personal financial plan should address: 

Accumulation and Protection