Strategic Planning
We help our clients identify their goals and create a plan to reach them. Our team is always thinking ahead to keep clients on track to grow their business. A goal without a plan is just a wish, so it’s our mission to get results by keeping clients accountable every step of the way.
- Identify specific goals and create a strategic plan to achieve goals within specific time frames
- Liaise with financial advisors regarding wealth creation/protection
- Professional assessments and 45-minute professional development coaching sessions for 4 key employees with SKC strategic partner
- Business plan creation
- Marketing strategies
- Pension plan consultation (work with TPA/broker to recommend best plans)
- Cybersecurity vulnerability assessment by SKC strategic partner
- Liaise with lenders regarding loan renewals, LOC increases, and additional lending requirements