Increase the likelihood of meeting your growth goals, and decrease your likelihood of failure with your customized LivePlan Financial Forecast Service:
"Will I want/need outside funding?
If so, how much?"
"Can I afford to spend more on marketing this year?"
"Should I hire an employee or invest in equipment?"
"How much could my business grow in the coming years?"
Create a lean, living financial forecast
Your advisor will consult with you to deliver a forecast that you understand.
Make data-driven decisions
Gut instinct isn't always enough. A thoughtful forecast will help you make informed decisions for the future you want for your business.
The power to change
Some financial consultants deliver complex sheets that might overwhelm you. In LivePlan, your forecast empowers you to “own your numbers” and make updates as the world changes around you.
Adapt to changes over time
In response to demand, we can offer longer-term engagements with your LivePlan Advisor to help continually update your Forecast and ensure you can strategically manage your business for the long-term.