Business planning insight available in Oakland
When you’re planning for a new business, partnering with experienced professionals is key for early success. To build a strong foundation for your company, seeking insight from a financial adviser is a great place to start.
I’m a financial representative with Modern Woodmen of America. It’s my passion to help people in the East Bay community reach their financial goals through retirement planning, business planning, investments, life insurance and more.
Helping people craft a plan to kickstart or boost their small business is one of the most fulfilling aspects of my career. If you’re looking for a professional to help your business succeed, I’d love to partner to help you through the following steps of planning.
Set specific goals
If you don’t know what you’re striving to accomplish, planning will be difficult. Many start a business with profit as their only goal, without defining short-term and long-term objectives for success. A financial adviser will listen to your vision and help you formulate concrete steps to make it reality.
Know your market
Understanding where your product or service fits into the local marketplace and introducing it to the right people is essential, especially for a new business. If you don’t have a lot of experience in marketing or sales, partnering with someone who can help promote your business is key. By understanding your competition, you can showcase your business’ strengths to prospective clients or customers.
Pursue positive investments
Whether it’s real estate, specialized equipment or quality employees, making wise investments impacts your success. That’s another reason why goals are so important; you should view each investment through the lens of how it will help you reach your goals.
Search for the right opportunities
Not every opportunity will be right for your business. When making significant decisions – like expanding into new territory, introducing a new product or adding to your team – it’s important to evaluate how the action will impact your bottom line and vision.
If you’re planning for your business, I’d love to provide insight on how to find success in our local market. To learn more about my services, check out my website or call me today.
* Securities and advisory services offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC.
