SERVICES | Training & Education Workshops | Executive Financial Planning

Executive Financial Planning

Most corporate executives have a solid grasp on company matters, unfortunately this often ends when they leave the office. At home, they often don’t have the time, energy and resources to invest in steering the direction of their personal financial future. Our Executive Financial Planning Workshop is aimed at giving corporate executives simple and effective strategic advice on how to go about getting their personal finances under control.

The workshop covers the following topics:

  • Wealth creation and the big problem
  • Cleaning up your finances - "The Strategic Plan"
  • Creating a mission and vison
  • Performing a strategic analysis
  • Setting a direction
  • Executing the plan
  • Reviewing the plan
  • Budgeting
  • Retirement
  • Estate planning

July 07 2017 By Noble Wealth Management


Back to all services