When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

Going through the process of constructing a financial plan is a valuable exercise for any business owner. The financial plan helps guide the day-to-day decision making of the business. Comparing ...

Many small businesses lack a complete, well-thought-out financial plan — even though evidence shows one is essential for long-term success and growth. A business financial plan can help an ...

The financial section of your business plan might be intimidating to tackle, especially if you are a new business owner with little to zero financial history recorded. But it is arguably the most ...

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Writing your business plan. Ughhhh. It's definitely not the most exciting part of starting a business. In fact, if you're like a lot of entrepreneurs, you're probably going to find yourself pulling a ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. Whether it’s buying a home, retiring, or supporting your children through university, ...