Financial Planning 1 Page Business Plan

Personal Financial Plan Business Plan

Financial Planning 1 Page Business Plan

Overview

Financial Planning has a clear business objective to develop Personal Financial Plan services. These services have been developed over New business with a core focus on addressing the key customer problem and associated opportunities.

The Business Objectives

When as a key component of our growth strategy we consider it critical to identify and outline our business objectives, and align these objectives with clear and measurable development milestones. Our key long term business objective is to grow revenue. Rapid revenue growth is considered the most critical and measurable business goal. At this stage of our development, we consider this to be more important than profitability growth, although both are important long term objectives.

The Customer

Financial Planning has been created with a clear focus on the needs of our customers. Through a structured customer discovery process, we have validated the key customer problem as Help families reach their Retirement needs. This is a critical issue for our selected target market of High Value Wealth clients.

The Value Proposition

Financial Planning is uniquely positioned to deliver value to High Value Wealth clients. "Financial Planning will Provide legendary customer service while developing a Financial road map to give my clients financial freedom at retirement." In order to be deliver on this value proposition, we Making strong customer relationship gained through my many years as a Financial Advisor. This capability has taken considerable time and resources to develop and forms the cornerstone of our competitive advantage.

Competitors

We have a number of competitors within the Personal Financial Plan market. We consider our key competitors to be: Other Financial Planning organizations . Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with Other Financial Planning organizations by Strong brand .

Key Strategies

Over the next 6 months our focus will be to I will need to promote myself to the Branches Sales Team so they have the confidence to refer their qualifying Wealth clients to TD Financial Planning.. This task will be undertaken in the context of our broader strategy to Continue building the Branch relationships by closing referral and sending business back to the Branch Sales Team.. These strategies are a tactical implementation of our overall business goal as outlined above.

Milestones

Measurement of the successful implementation of our strategies will be governed by measurable development milestones. The milestones that will be achieved over the next 2 years are: Sign my first client Make my first million dollars Hit $25,000,000

About this document
Personal Financial Plan Business Plan
This document was created by Jeff of Financial Planning using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.

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