What Is Business Planning?
Business planning is defined as the process of outlining an organization's goals, determining the actions necessary to achieve specific objectives, and establishing methods to ensure goals are achieved.
At Etiquette Financial Partners, we specialize in working with small and medium-sized businesses to help them with investment and financial planning services. From drafting business plans to outlining employee retirement benefits, we guide clients through the process of establishing, operating, and growing their companies. Working with a professional can help new company owners overcome many pitfalls organizations regularly experience in the first few years of opening.