Strategic Financial Planning

To reach financial independence, you must know:

• Where you are
• Where you’re going
• How you’ll get there

Individuals and businesses alike especially in NYC need to have a clear financial picture of the current New York landscape. Whether you’re taking over your family business, coming up on retirement or just beginning to build your wealth, you need to know how to write a strategic financial plan.

Miller & Company, nationally recognized Certified Public Accountant has the expertise to prepare your personal strategic business plan to help you meet your financial goals.

Developing a business plan is a process that successful executives and entrepreneurs in NYC recognize as not just vital, but pivotal. Employing strategic business planning in NYC into every aspect of your wealth management is a skill that requires:

• Experience in business consulting
• A keen understanding of the role of financial accountability
• An in-depth approach to every aspect of your unique financial position

WHAT IS STRATEGIC FINANCIAL PLANNING?

NYC strategic financial planning is efficient, realistic and analytical. Just like developing a business plan, personal financial strategies follow a set of steps designed to reach expected goals. Each strategic plan is as distinct and individual as you and your business interests.

An effective strategic business plan begins with a vision and creates processes that result in reaching your financial goals. That only can be done by allocating resources appropriately and tracking results as they occur. Your resources, financial goals and financial performance are intricately tied together. The business planning in NYC and strategic personal wealth planning are designed to create a path that you can follow to achieve the success of your dreams.

REACHING FOR SUCCESS

Strategic business planning to achieve both personal and business goals follow similar steps:

1. Create a vision. Just as you wouldn’t begin a road trip without a specific destination in mind, so you don’t want to throw your resources haphazardly around, hoping they’ll end up where you need them to be. The first step in learning how to write a strategic financial plan is to clearly define your aspirations, spell out your priorities and articulate your ideals.
2. Define your mission. In business, this is called a mission statement; in life, it’s called a purpose. Strategic financial planning requires that you know why you’re striving for independence, how strongly you’re committed to do what it takes to be successful and why your philosophies make you strong.
3. Analyze the landscape. This stage of the process is where an honest appraisal of your financial strengths, weaknesses, potential opportunities and threats from the outside contribute to your overall plan. Businesses refer to this as a SWOT assessment. It’s a classic model of interpretation that fits well into your CPA’s role as both accountant and advisor. The analysis of your finances is required in preparing a strategic financial plan that’s both realistic and workable.
4. Formulate a plan. During this phase of the strategic business planning process, you may:

• Undergo a tax audit
• Receive some level of due diligence consulting
• Choose specific products for retirement planning
• Build in all the other accounting services to push your financial agenda

5. Implement the plan and manage your finances. While you take the time to put all the financial bricks into place, you rely on your personal accountants in Manhattan at Miller & Company to monitor your progress and let you know when it’s time to make changes or stay the course. When you use the accounting services of a top Manhattan and New York City metropolitan area accounting firm for developing a business plan and personal financial strategy, you don’t have to reinvent the wheel with every tax preparation or capital gains decision. Your personal CPAs are with you from the start.

Read more at https://www.cpafirmnyc.com/strategic-financial-planning

Working Hours:
Monday – Friday: 9:00 am – 7:00 pm;
Saturday: 9:00 am – 4:00 pm,
Sunday: Closed
Payment: cash, check, credit cards.
CONTACT US

Miller & Company LLP: CPA of NYC
Midtown Manhattan, NY
274 Madison Ave, Suite 402,
New York, NY 10016
(646)-865-1444 

Miller & Company LLP
Queens, NYC
141-07 20th Ave, Suite 101,
Whitestone, NY 11357
718-767-0737 

Manhattan, NYC
18 East 48th Street, #1001
New York, NY 10017
(646) 367-3726

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