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Dependable Midwestern Financial Advisors

Business Planning

What is Business Planning?

Business planning is the creation of a formal strategy that helps define the summary of a business’s current position in relation to the competitive environment, as well as its current value. This is followed by significant steps that establish options to enhance cash flows for your business in an effort to expand its value, and thus generate additional wealth going forward.

Strategic business plans aren’t just about profits, however. Knowing your competition, awareness of your market position, developing employee morale and retention strategies—plus more—are all valuable components of sound planning.  

A few of our business planning services include:  

  • Competitive analysis & assessment of competitive advantages
  • Business valuation
  • Strategic planning
  • Revenue forecasting
  • Cash flow analysis
  • Business contingency planning/plan
  • Wealth transfer techniques
  • Tax efficiency
  • Business succession planning

How is business planning with Midwestern Financial different?

Many of our clients are individuals or families with businesses. As in most cases, business operations and related assets tend to be a significant source of wealth creation and concentration of risk. 

Initially, we sit down and discuss with our clients what they want to accomplish with their business. What does this look like five years from now and through the end of life? Executing for the future requires a great deal of initial input, as well as ongoing review, as little remains static.

Our conversations with business owners are broad in nature. We primarily focus on planning items and strategies that allow business owners to manage risks, optimize the allocation of resources, and execute a plan based upon desires for succession or transfer of wealth.

Midwestern Financial Group: Business Planning for Everyone

At Midwestern Financial Group, we can help make your money work for you. We are a fee-only financial planning firm that provides investment and financial analysis with a fiduciary standard of care, which means our only priority is what’s best for our clients. We don’t sell products or take commissions—our only goal is to help you grow your wealth so you can achieve your financial goals with confidence. 

No matter what your financial goals may be, our team of professional advisors can help you make the most of your money. We can create custom investment and asset management plans, help you save for college, and much more. If you’re looking for personalized financial assistance, we’re here to help.

Fiduciary Advisors
How Our Process
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1. Introduction

First, we get to know each other— what your life is like, what is most important to you, and what your hopes and dreams are. We’ll help you get to know us, too. We believe that honesty and trust are key to fostering a productive advisor relationship.

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2. Goal Setting

Next, well review your financial data to get a sense of where you are today and how we can improve your financial future. We brainstorm goals unique to you and assess what future liabilities may be present, so we can plan for those as well.

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3. Planning

Our advisors then prepare a recommended financial plan focused on hitting your personalized goals. Our fiduciary standard ensures that recommendations are in your best interest — not to sell financial products or generate commissions.

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4. Management

After we implement the recommendations, you can rely on us to constantly monitor outcomes and track the progress towards your goals. We’ll work together to adjust the plan for life changes or market returns.

Midwestern Financial Group
The dedicated team you need.
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Joseph Jay, CFA
Founder & Managing Partner
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Patrick Campbell
Founder & Managing Partner
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Andrew Picchietti
Associate Advisor