Your free video, presentation and checklist.

Financial planning for business owners is often two-sided- planning for the business and personal financial planning.  Our video and presentation outlines both:

  • What’s a Financial Plan
  • Why you need a Financial Plan
  • What does a Financial Plan include- Personally and for the Business
  • The Financial Planning Process

When dealing with a business owner, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a business owners financial planning.

Remember, financial planning for business owners is often 2 sided- one for the business and the other for the personal side.

By using this checklist, you can have a meaningful and open conversation with a business owner about their business and personal finances.

The checklist focuses on the business and personal side of a business owner’s life:

Cash Flow

  • Income
  • Debt

Tax Planning

  • Corporate Structure
  • Taxes up-to-date
  • Tax Planning- tax efficiencies

Attracting & Retaining Key Talent

  • Health Benefits
  • Retirement Benefits
  • Executive Plans


  • Short term goals
  • Medium term goals
  • Long term goals
  • Retirement


  • Health
  • Disability
  • Critical Illness
  • Life
  • Liability


  • Exit Strategy
  • Estate Planning
  • Selling your business
  • What to do in case of divorce
  • What to do in case of death

The checklist, video and presentation are unbranded so you can add your own contact information, your website link and your logo to it. Don’t forget to use it with your clients and centres of influence and on your website, email and social media.

Download your free video, powerpoint and checklist!

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The Video

The Powerpoint Presentation

The Checklist