Strategic planning

P & P Consulting the wealth planning practice

What are the goals?

• Are they written down?
• Do you evaluate regularly?
• Do your strategies address your goals?
• DO YOU HAVE A PLAN?

Financial planning is the process of establishing Market and financial goals and creating a way to reach them. The ongoing process involves taking stock of all Corporate existing resources, developing a strategies to utilize them, and systematically implementing the program in order to achieve your short- and long-term goals.

The plan must be monitored and reviewed periodically so that adjustments can be made, if necessary, to assure that it continues to move you toward your financial goals.

As a result of the plan the business will have a well defined niche market, price strategy and good knowledge of product cost and administrative expenses.

Reports from financial plan

• Business Prospecting
• Sales
• Costs
• Expenses
• Profits
• Repayment Proposal
• Cash Flow Forecast
• Cash Flow Revenues
• Cash Flow Disbursement
• Balance sheet Forecast
• Income statement