Proactive Planning
So you can focus on what you do best.
Propel Your Business Towards Success.
Propel your business towards financial success with our expert interim CFOs. Leveraging their immediate expertise and experience, they swiftly assess your financial strategies and operations, identifying inefficiencies and implementing best practices to enhance performance. Their impartiality allows for rapid decision-making, whether reallocating resources, restructuring debt, or exploring new revenue streams, ensuring quick adaptation to market dynamics. Moreover, their extensive networks enable strategic partnerships, funding acquisition, and favorable negotiations, driving expedited growth. With a dedicated focus on financial matters and adeptness in implementing changes, our interim CFOs empower your business to achieve accelerated financial growth under their leadership.
PROACTIVE PLANNING LITE
$600 /Month
PROACTIVE PLANNING CORE
$1350-$3500 /Month
PROACTIVE PLANNING MAX
TBD
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.
CPA & Interim CFO Consultant
Advanced Planning Lead
R&D Tax Specialist
Commercial Insurance Expert
Life, Disability, LTC Insurance Expert
Customer Testimonials
“Proactive Planning Core has been an absolute game-changer for our business. Their strategic approach to anticipating and preparing for future challenges has saved us countless headaches and helped us stay ahead of the curve. What’s truly remarkable is their ability to tailor solutions to our specific needs, ensuring that we’re always one step ahead in our industry. Their team’s dedication to excellence and proactive communication have made working with them a pleasure. Thanks to Proactive Planning Core, we feel confident and well-prepared for whatever the future holds, knowing that we have a trusted partner guiding us every step of the way.”
“Ten years of hard work, dedication, and passion went into building my company, and when it started growing rapidly, I realized I needed more than just ambition to navigate its success. That’s when I turned to Proactive Planning Core. Their financial expertise and top-notch business leadership training were exactly what I needed to steer my company in the right direction. With their guidance, I not only managed to sustain the growth but also learned invaluable skills to maximize its potential. When the time came to sell the company, Proactive Planning Core was there every step of the way, ensuring we secured the maximum price. Their support has been instrumental in turning my vision into a reality, and I couldn’t be more grateful for their partnership.”
Troy Barnum, MX Powerplay, Utah
“Proactive Planning Core has been an absolute lifesaver for me as I navigated the complexities of ‘adulting.’ Beyond just creating a will and trust to protect my family and assets, they went above and beyond to uncover advanced tax strategies that saved me over six figures in taxes. Their expertise and attention to detail were evident every step of the way, ensuring that my financial future and that of my loved ones were secure. What’s more, they took the time to educate me on these strategies, empowering me to make informed decisions about my finances. Thanks to Proactive Planning Core, I can rest easy knowing that my family and assets are well-protected, and I’m on the path to financial success.”
Proactive planning is the strategic process of anticipating and preparing for future events, challenges, or opportunities before they occur. It involves taking preemptive action rather than merely reacting to circumstances as they unfold. Proactive planning entails identifying potential risks, setting goals, and developing strategies to achieve them, all to shape desired outcomes and minimize adverse impacts. This approach emphasizes foresight, preparedness, and flexibility, enabling individuals or businesses to navigate uncertainties more effectively and capitalize on emerging trends or opportunities.