Strategy & Financial Consulting
What Santoro strategic planning can do to help your business?
As a business owner you wear a lot of hats. It is also common for you to have had more then one coach or advisor along the way. You have to balance the success of your business, the client experience, your corporate goals and also make time to play, be a great leader and provide for your family. Over the years we have found that business owners and executives often get siloed advice. What they experience is an uncoordinated team where one person is focusing on their business strategy, another helping with their taxes, another advising on insurance, another helping with their lending needs, and maybe a personal coach as well. The issue is they are not looking at your overall goals holistically, so they miss key synergies between each area. Our approach is different. We do a deep dive discovery into your personal and family goals. We do the same deep dive discovery with your business. We then speak to your current advisory team to understand what they feel their objective is to support you. Then we make sure everyone is on the same page. The process is outlined below:
Deep dive discovery – Clearly define personal, family & business goals - Meet the current team – Outline current gaps and inefficiencies - Create action plan with clearly defined outcomes and timeline – Execute on what is urgent then focus on what is important – Check in for feedback – Review and adjust.
"The consultants at Santoro Financial worked diligently with me on my strategic business plan as we expand into new markets."
Drew Donaldson - Business Owner