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Grizzly Bear Financial Managers' mission is to provide comprehensive financial planning services for our customers. When we adhere to this maxim, everything else will fall into place.
A CFP® professional can give you the peace of mind that your family’s finances are secure, so you can focus on growing your business.
The first step in developing your financial plan is to meet with an advisor.
Although they're especially useful for new companies, every company should have a business plan.
Ideally, a company would revisit the plan periodically to see if goals have been met or have changed and evolved.
Sufficient capital is essential for the survival and success of your business, and is a primary indicator of your business' health.
It is important to create a high-quality business plan to attract and secure the right finance for your business.
At Blue Shore Financial, we use our unique discovery and assessment process called lifespring®.
This complimentary process begins with a review of your current financial circumstances, anticipated changes, future goals, and results in your customized plan.
A business plan can: For more information, see write a business plan: step-by-step.
Without a contingency plan you can leave yourself exposed to the unexpected.