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