Stage 2 Planning Partners

Value Creation Blog

You Need Clarity In Your Estate Plan

I have a saying I love and my wife hates, “clarity leads to power.”  Not that you’re trying to achieve world domination….well, maybe you are.  Let’s just say I’m not trying to take over the world.  I just want to know if I’m doing the right thing.

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Topics: wealth management, estate planning, creating value

5 Reasons Your P&L Lies To You

I’m amazed at the number of business owners who think the only statement they have to pay attention to is their profit and loss statement.  I’m hoping that you’re not one of them. 

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Topics: Cash Flow, cash flow management, cash flow statement

Are You Ready For Success?

successI know that I spend way too much time doing and too little time preparing.  Too often I just start doing stuff before even thinking about what I want to do, much less actually preparing for it.

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Topics: succession planning, personal growth, preperation

Is Your Spouse Your Most Trusted Advisor?

adviceI hope the answer to this question is yes.  I know Suzanne has the most to lose if I decide to make a really boneheaded move.  She might not have the same technical knowledge as others.  At the same time she is more likely to ask me tough questions I need to answer.

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Topics: business relationship management, advisors, spouse

6 Things You Need To Do Before Retirement

retirment_planningRetirement is one of the biggest changes you’re ever going to make.  Too often I see people retire, then wish they never did it.  They’ve not thought through some of the changes that are likely to happen. You don’t want to be part of that group.  Instead, be smart and think about retirement in a way that’s going to have you prepared when the big day comes.  Here are 6 things to think about:

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Topics: retirement planning, retirement, life changes

Keep Your Product Off The Bottom Shelf?

I’m not talking literally.  I’m thinking about mind space in your customers’ eyes.

I bet you want to be top of mind.  I bet you would like your product or service be the first thing a customer or potential customer thinks about in your product category.

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Topics: creating value, value proposition, market share

Is Every Day A New One?

present_momentI have a problem, I often spend time in the past.  I think about things that went wrong and what I could have done to change them.  OK, I have to admit it I don’t just think about these things, I obsess about them.  Especially when I didn’t like the outcome.

At the same time I like to day dream about the future.  I like to think about all of the great things that are going to happen.

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Topics: personal growth, happiness, present moment

Is Your Business Sale Ready? Tips from a Vermont Financial Advisor

No, I’m not saying is your business going to be sold tomorrow.  I’m assuming it’s not.  I’m asking whether your business is sale ready.  Sale ready is when your business could be sold but you’re not interested at this time.

A sale ready business is when you’ve become operationally irrelevant.

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Topics: exit planning, business exit planning, selling

Tips from CFP in Vermont: What Is Confirmation Bias and Why Should You Care?

sept_25Economist always wonder why investors aren’t rational about their investments.  They act as if the world is rational and humans make rational decisions.  If you pay any attention to people around you, you know this isn’t true.

One of the most dangerous activities you can do is what’s called confirmation bias.  This means that whatever has happened in the recent past will continue in the future.

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Topics: retirement planning, investment management, confirmation bias

Vermont Tips for Wealth Management: Be Humble, Learn From The Best!

learningI’m lucky.  I’ve had the chance to learn from some of the best minds in the country.  Sometimes I’ve found these people through industry connections, sometimes through classes and sometimes it’s been through books.

How I started my quest.

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Topics: learning experiences, Customer Service, business management

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