How We Work
We start with the Business Owner's Goals
As Stephen Covey teaches us: "Begin with the end in mind"
Our approach focuses on developing an understanding of the business owner's goals, the current situation, and an identification of those barriers standing in the way.
After going through a discussion with the business owner and a deeper dive in the business in our "Diagnosis and Assessment" phase, we come up with an initial plan for attacking the Phase I priorities. Every business needs a Strategic Financial Roadmap, and we help you to develop one for your business.
Businesses do not stand still, so our process is designed to be an evolving and dynamic one, and we continually adapt the plan to the needs of the business.
Our Process-Strategic Financial Management
Let's Build Your Strategic Financial Roadmap!
- Where are you trying to go? (The GOAL)
- What is the starting point? (The Current State)
- What is the path to reach the Goal(s)? (The Roadmap)
- What are the obstacles and risks standing in your way?
These are the questions we help you answer with our Strategic Financial Management Process.