Financial Planning – SBO

financial planning services for small business Owners

Get your personal finances on track

Financial Planning For SBO

Starts @ $2500

With our financial planning services, you can rest assured that you are making informed decisions for your future.

Secure your future with financial planning

At Candor Financial Consulting we understand how important it is for small business owners to have peace of mind when it comes to their finances. With our financial planning services, you can rest assured that you are making informed decisions for your future. Our financial planner will provide you with the knowledge and tools you need to make sound decisions for long-term financial success.

Financial Planning Services

At Candor Financial Consulting, we provide professional advice and financial planning services to small business owners. As an experienced financial planner I will work with you to plan for the future of personal finances. I provide you with tailored advice to help you make sound decisions that will help you to preserve your income and grow your net worth. 

Comprehensive Financial Planning Services

Candor Financial Consulting provides comprehensive financial planning services for small business owners. I will work with you to develop a long term comprehensive financial plan that is tailored to your personal goals and objectives. The plan helps to secure your future and ensure that you are in the best possible financial shape. With my comprehensive financial planning, you can trust that your financial future is in good hands.

Example of topics discussed during financial planning: 
・ Retirement Planning
・ Exit Strategy and Succession Planning
・ Tax Planning
・ Separation of Business and Personal Finances 
・ Estate Planning 
・ Cash flow management and Liquidity status

WE HAVE Answers

Ask Us Anything

  • If you are consistently behind on invoicing or tracking payments
  • You don’t have a good handle on your businesses’ financial situation
  • You are spending more time on bookkeeping than running your business
  • A bookkeeper handles the daily management of a businesses’ finances, recording transactions and managing reporting. 
  • An accountant provides insight and analysis of financial data and helps to plan for your business providing overarching financial advice and tax preparation and submission

Yes, there are many software programs that can assist and manage your bookkeeping. But if you don’t have the time or experience to manage the daily transactions of your business, hiring a bookkeeper is beneficial and in the long run more cost effective.

For more information, please refer to our FAQ page.

Let’s Talk!

Learn how Candor Financial Consulting can provide financial solutions
for your businesses’ needs.