FINANCIAL PLANNING FOR BUSINESS OWNERS

We know that your greatest investment is investing in you.

If you own a business, you have added responsibilities beyond taking care of your personal finances.  You work hard and make good money.  However, the cash flow needs of your business and family often present challenges to investment decisions outside of your company. This is why we provide in-depth financial planning for business owners in Carlsbad, San Diego, and the surrounding areas.  Whether you own and operate a startup or a small business, our business financial planning services can help your business and give you the peace of mind that you need to focus on the work that really matters.

Our financial planning process for businesses helps you bring clarity to the concerns that you are facing, map out the decisions that you need to make, and stay on track. Note that, at Centered Financial, we do not simply provide businesses of different kinds with cookie-cutter financial planning strategies. We take the time to understand your business, your future goals, and your current progress before providing financial planning for your small business or startup in San Diego, Carlsbad, and the surrounding areas.

Areas of focus in the planning process:

  • Defining your goals, growth targets, and core purpose

  • Understanding the nature of your cash flow with an effort to maximize net income.

  • Defining your human capital and how it affects your savings, investment, and insurance decisions.

  • Creating effective strategies for liquidity and retirement savings outside of your business

  • Utilizing strategies for tax efficiency

  • Determining how to approach incentive and benefit decisions for employees

  • Discussing exit strategies and decisions for creating a legacy

FINANCIAL PLANNING FOR BUSINESS OWNERS AND ENTREPRENEURS 

A comprehensive planning process with ongoing guidance

EMPLOYEE FINANCIAL EDUCATION

Individual guidance for their retirement plan and savings decisions

401(K) AND PENSION CONSULTING

Complete fiduciary services for your company retirement plan

FINANCIAL WORKSHOPS

Group education for creating financial health and reducing money stress

 

CONTACT:

Centered Financial LLC

701 Palomar Airport Road

Ste. 300

Carlsbad, CA 92011

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