This plan is specifically designed for the busy entrepreneur or business executive who wants to be involved in decision-making, but at the same time wants to delegate much of the implementation to Krane Financial Solutions. That means Krane Financial Solutions will quarterback most of the communication between your trusted advisors, such as your accountant, attorney, and insurance agent. You will get VIP service and full access to me for on-the-spot decision making.
Who You Are:
You’re a busy entrepreneur or business executive. You’re making good money in your business. You have an idea as to what you want for your financial life, but there isn’t enough time in the day for you to figure out how to get it. You know you need a Primary Financial Advisor – someone you can partner with when it comes time to make financial decisions.
You have investments, but you are not investing with a clear plan for how to reach your goals. You’ve probably never worked with a Financial Planner who’s overseeing your entire financial situation. That’s because you haven’t found someone you like and trust. You think you are in your peak earning years, but you know deep down that you have the potential to grow even more. You want to be smart about what you do with your hard-earned money.
How we will work together:
Meeting 1, Face-to-face, 1 hour
Develop your very own spending and savings plan that is customized for your own personal financial situation.
Meeting 2, Face-to-face, Up to 2 hours
Uncover, identify, and set your financial life goals through the Krane Financial Life Planning Process™.
Meeting 3, Face-to-face, Up to 2 hours
You will receive a detailed financial plan using “what if” scenarios” that allow you to Kranestorm ™ with Justin. You’ll get strategies, tactics, and recommendations so you can reach the goals we set together.
Meetings 4 and 5, Face-to-face, 1 ½ hours each
Analyze and financially plan your business, including:
- Sales
- Expenses
- Insurance
- Tax planning
- Explore ways to grow the value of your business
- Strategies for working with a bookkeeper
- Review retirement plan options
- Forecast your profitability over a 10-year time horizon
- Analyze the current structure of your client base
Meeting 6, Face-to-face, 1 hour
Explore styles of investing, investment philosophies, and strategies that suit your needs.
Phone session 1, 1 hour
Get educated about how to take and manage risk. You will have a better understanding as to how much risk you’re comfortable taking.
Phone session 2, 1 hour
Receive asset allocation recommendations based on how you should invest any of your investment assets.
Phone session 3, 1 hour
Review estate planning strategies and be referred to an estate planning attorney for legal advice. Learn about various tax planning strategies and understand how to best work with your accountant to find ways to potentially reduce your taxes.
Phone session 4, 1 hour
Receive a thorough review of all your insurance, including life, health, disability, home, auto and umbrella. We’ll analyze each plan and you’ll get specific advice and recommendations regarding each policy.
Phone session 5, 30 minutes
Learn about different ways you can save for your children’s college education.
You will get up to 5 hours of implementation time and I will help you and do most of the heavy lifting when working with:
- Custodians that hold your assets
- Estate attorney
- Accountant
- Insurance agent
- Retirement plan administrators
- Mortgage agent
- Your bank officer at your local bank
- Bookkeeper
- And anyone else!
Plus you’ll receive:
- How to Live Your Best Life,” a four-part audio interview series with successful entrepreneurs
- 3 Financial Life Planning books sent to you for free through Amazon
- One 1-week e-course with 8 tips a week on How to Have a Better Financial Life
- 1 Kolbe A Index Test – the simplest yet most powerful test to measure what you Will or Won’t do
- One dinner with you and a guest in month four or five to celebrate your progress.
Click here to fill out our questionnaire and get a free assessment of where you stand financially.
We’d love to hear from you!