I am a regional business finance professional with a focus on education, training, and investment. I help clients with their business and personal finance needs by providing guidance for their financial planning and investment.
I am also a regional business finance professional in San Juan, San Antonio, Houston, Los Angeles, and Chicago. I have a passion for helping business people grow their businesses and manage their personal affairs, and I believe every business person should have access to the information and tools they need to do so.
Financial planning is a major issue in our economy right now, and the way we plan for our future is a major part of that. We can’t just ignore the challenges and wait for the inevitable. And that’s why I’m so excited to help you find the right advisor to help with your financial planning. I understand that every business is unique and that it may be hard to find a financial advisor who is a partner or family member.
For the most part, that’s true. But there are ways to find the right mentor. The big question is where to direct your efforts. For instance, a great advisor will help you to plan how to grow your business without having to worry about the day-to-day tasks. This is a huge benefit if you’re in a different city than you’re working.
I had a client come into my office and tell me that he was looking for a good account manager. I asked, “What are you looking for?” And he said, “We are in the business of financial planning. We need a budget to make sure we can cover our costs.” I said, “Great, you need a good financial advisor.” He said, “No, I need a financial advisor.
This is the same problem that exists for a lot of people trying to figure out how to grow their business. Financial planning is a huge part of growing any business, and it shouldn’t be the responsibility of the business owner rather than the accountant. I just had a client come in and say that he was looking for an accountant to help him with the budgeting. I told him, no, I don’t do that.
But not all financial planning is for financial planning. For example, I think it would be a good idea for any entrepreneur to have a plan for a business and then set up a business plan that includes what they would spend on that plan. Not only does this help them know what they need to spend, it also helps them know what is possible for them to get out of the business. By knowing the possible ways that the business could fail, they can plan for things that they cant do.
This is a great example of how not everything in finance is the result of a business plan. The first step to planning is to have a few assumptions about the business. If you assume that there are 2,500 employees, you cannot plan for the employees you have. If you assume that the business is a small firm, you cannot plan for the employees of the firm. And so on.
The way to learn about the business for yourself is to start by observing the employees. If you observe employees without knowing who they are, you will be hard pressed to say who they are. Once you know who they are, then you can start to figure out what they can do.