What does it involve?

What does it involve?

Author: Mock Webware |

Strategic financial planning involves a 360º, whole picture evaluation of the company operations to create a comprehensive financial plan:

Strategic Financial Planning Services for Businesses by Roche Financial Group - Financial Planners Toronto

  • Budget development, cost systems and management reports
  • Resources required to achieve objectives (cost, type, amount)
  • Working capital management (inventory, receivables, payables and cash)
  • Employee structure, payroll and benefits
  • Risk identification and management
  • Corporate tax planning
  • Succession planning

As a business owner, your personal financial affairs will be considered at the same time.