CREATING A SOLID,
SIMPLE, & WORKABLE

BUSINESS FINANCIAL PLAN

Advice-Only Financial Business Planning

  • Comprehensive financial planning that takes a look at the total financial picture. 

  • Organization of data

  • Analysis of present condition & observations

  • Cash flow analysis

  • Goals-based suggestions for worst and realistic expectations

  • Regular accountability meetings once plan is designed

  • Work closely with current advisory team

  • Implementation strategy
     

Semi-Annual Planning Fees start at $5,000.00 increasing upon complexity

Financial Services (available a la cart or added to planning)

 

 

 

 

 

 

 

 

  • Business cash flow analysis

  • Retirement planning

  • Investment strategies

  • Investment guidance

  • Insurance & risk management

  • Unique tax strategies*

  • Estate and legacy planning**

  • Real estate planning***

  • Business succession/exit strategies

  • Executive compensation planning
     

A la cart services have varying fees and will be fully disclosed at recommendation

*These are Advisory Only Services and provided as it relates to the comprehensive financial planning process*

*No tax preparations are completed by Bella Financial Group.  All tax strategies are reviewed by a CPA or EA.

** No legal advise is given.  Estate planning is completed in conjunction with an Attorney

*** No Real Estate transaction representation is provided.  All Real Estate transactions are completed by a Licensed Real Estate Broker.

HOW TO GET STARTED

We are here to assist.
Fill out our inquiry form to get started.

© 2019 BELLA Financial Group

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