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SMALL BUSINESS OWNERS: PART 1

David Blain, CFA is CEO and Founder of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just your Portfolio.”

When working with business owners, its important to remember that the planning involved can be very different than for other clients. If their business is their “baby”, they have a passion to grow that business and may not even consider a time when they’re not working.

In this first part of a six part series, David L. Blain, CFA discusses the general principles of financial planning necessary for these business owners.

Click here to watch.

What to watch for:

Data Gathering- 00:05

Goal Planning- 1:22

Cash Flow- 3:36

Owner Discretionary Expenses- 4:06

Financing/debt- 5:14

Economic considerations- 6:11

Behavioral finance- 7:19

Communication- 8:59

Education Planning- 10:14

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