How do I implement corporate assets into a clients Financial Road Map®? I have a client that has retained earnings in her business that I also manage. How does this work into the Financial Road Map®? How would I work with them as an Ideal Client? This client earns over $300k per year and she draws 120k out as her salary per year. Her husband is not a shareholder in this business and she prefers to keep personal and business separate. Would I do a Success Road Map® for her business instead?

Article ID: 338

Last updated: 20 Nov, 2019

Retained earnings from a business do not have a place on the Financial Road Map®. Money from the business is only relevant to the extent that it is distributed to the owner to spend, save, and / or invest. What does have a place, however, is the current market value of the business and a system for measuring the future value of the business. Business equity is often a substantial asset to fund future goals.

As you evolve working with the Trusted Advisor Toolkit and Mark Little you will learn more about these kinds of specifics.

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