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Our Process for Business Financial Planning | Flexure Group
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Our Process

Getting Started
1
Consultation

Initial Meeting

The path to financial confidence starts with your complimentary initial consultation with our business financial advisor. This meeting is an opportunity for you to ask questions, talk about your goals and priorities, and get to know each other.

During your conversation, you’ll learn the value you can receive from the Flexure Foundations Program, the costs associated if you decide to work with us, and next steps to get started.

Discovery

Discovery Meeting

At Flexure, the Business Financial Planning process always starts with you and your objectives.  During the discovery meeting, we will have a rich, enjoyable conversation to understand you, your business and your unique story.

Together we will determine where you and your business are now, where you want to be, and any gaps or obstacles that stand in the way. It’s our chance to get a very clear picture of the business finances, so that we can better build your custom business financial plan.

2
3
Strategy

Strategy and Planning

What is the right financial structure for your company where it is today? What are the best sources of capital? And, what is the right finance strategy for your business over the next two to five years — business model, growth, investment and profits in mind?

During this stage, our team works with you to develop a financial strategy unique to your business that builds sustainable performance through planning, communication, discipline, and accountability to achieve your goals.

Delivery

Measure Success

Now more than ever, it’s vitally important to understand your current financial condition and how future decisions will affect your growth and profitability. Using specific key performance indicators, we will work with you to make strategic, proactive decisions, which will directly affect your bottom line and lead to better business decisions moving forward.

Our business performance check-up is a comprehensive & dynamic narrative that takes a top-down approach in analyzing your business data.  These checkups are done on a monthly, quarterly, and yearly basis to keep you on track and accountable towards achieving your goals.

4
Your Trusted Partner
Achieve Financial Freedom with a Business Financial Planner at Flexure

It’s In Our DNA

The Flexure team is a group of dedicated and trusted financial business planners that guides clients towards building sustainable performance through planning, communication, discipline, and accountability.

We surround business owners and their teams with business experience, technical expertise, mentorship, and insights that help them gain clarity on their journey. We focus on the business owner and seamlessly meld their personal and business financial planning needs to achieve financial freedom.

Why Choose Us?

As your dedicated team of experienced professionals who embrace and understand the value of teamwork when striving to exceed your objectives, you will find we are knowledgeable and focused on your financial goals.  You will discover a friendly group that is passionate about your business as if we are an extension of your own internal team.

Our mission and our commitment to you our client, and in doing so we want you to become even more successful while inspiring and giving you hope along the way.  We strive for 100% client satisfaction all while going above and beyond to help you, our client achieve your personal and business financial goals.

Flexure Foundations™ ProgramFlexure Foundations™ Program

Get Peace of Mind

We help you through every stage of your entrepreneurial journey.

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Strengthen Your Future with a Business Financial Planner at Flexure
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