Business Planning Session

Service Description

An expert takes an in-depth look at the full scope of your business, including operations, marketing and financials, to identify any opportunity for growth or need for adjustment in an effort to increase your bottom line. Are you 100% sure about how you'll get the money you need to grow your business? Having a business plan is an essential ingredient in that recipe for success. Short term and long term planning and strategy are essential as you reach out to lenders, investors and grantors for the funding required to establish your business and scale up accordingly. Learn how to use OPM as a capital source for business development. Schedule a session today and learn how to plan for your business' establishment and development. Meeting with a MarimorLife Financial Advisor means that you'll have an opportunity to review the fundamentals and understand the extras to create a quality plan and strategy for the future of your business. This service includes: - Business Plan Outline - Business Plan One Sheet - up to 60 min of initial consultation - 60 min Follow Up session. You've got business goals and we want to support you in accomplishing them all. After scheduling this appointment, please complete the Business Discovery Survey and gather all of your business documents for our first meeting. Thanks for choosing MarimorLife Mindset & Money Management. We look forward to serving you.

Cancellation Policy

To cancel or reschedule, please contact us at least 12 hours in advance

Contact Details