Suggested planning approach The whole picture
A more connected
way to plan.
Explore a suggested framework for connecting business and family decisions. BizWealth FP provides education and advisor introductions; your chosen professionals provide the advice.
Cash flow
People
Ownership
Income
Security
Future choices
priorities
A shared view of what matters to you.
Begin with what
matters to you.
You bring the priorities. Your professionals bring their expertise. A shared view helps everyone understand where the decisions meet.
That can start with a review by your current team. It can also reveal a need for specialist advice or a lead advisor with an ongoing coordination role.
01 Make coordination concrete
Know what the
relationship includes.
A shared view
Business interests, personal resources, commitments and family goals considered together.
An agreed scope
Written responsibilities, service limits, fees and a clear process for working with your other professionals.
A practical action list
Decisions to make, information to gather, named responsibilities and follow-up dates.
A rhythm for review
An agreed review cadence and a way to revisit the plan when business or family circumstances change.
02 People with clear roles
You decide.
Your professionals advise.
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The decision-makerYou choose the direction and who is involved.
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The connecting roleOrganizes the shared picture, clarifies responsibilities and follows up within an agreed scope.
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Tax perspectiveTax advice and financial information.
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Legal perspectiveLegal advice and documents.
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Specialist perspectiveAdvice in their own areas of expertise.
03 The introduction standard
A coordinating role
must be real.
Ongoing business-and-family coordination is the required standard for every introduced lead advisor.
Before working together, confirm the advisor’s experience, written scope, collaboration, responsibilities, action tracking, follow-up schedule, fees and limits. A title alone is not enough.
An introduction depends on appropriate experience, scope and availability. You decide whether the relationship fits.
Consider the questions to askThe field guide A useful place to start
A little preparation.
A better conversation.
Use the Business + Family Planning Checklist to see what is clear, what needs a conversation and who can help.
Read it here or print a copy. No email required.
Open the checklistYour next step A conversation worth preparing for
Bring your whole
picture into focus.
Start with what matters to you.
Apply to meet a participating financial advisor.