In this episode, Melissa Yano joins us to discuss financial planning for small and medium-sized business owners and sheds light on planning and securing businesses’ financial future. Melissa is the President of Capital Wealth Planner and a seasoned financial planner and advisor with almost two decades of experience in the field. She combines her vast technical knowledge with her passion for supporting her client’s financial goals and making them possible.
Listen to episode 55 of On Life With Helen and learn how to prepare your business for the unexpected, guarantee smoother transitions, and ensure things will keep flowing even if you have to stay away for a while. Melissa also details the devastating effects of messy or unplanned exits, explains why financial planning is so hard for most people, and debunks the myths about financial planning for businesses.
Plus, Melissa shares expert advice on crafting succession plans, the power of buy-sell agreements, strategies for balancing personal and business finances, and much more.
Learn More from Melissa and Capital Wealth Planners at https://capitalwealthplanner.com