Backbone Planning Partners

📊💰 Kick off the New Year with Financial Wellness! 💡 January is Financial Wellness Month—a perfect time to set goals for a prosperous year ahead. Whether you're saving for a dream vacation, planning for retirement, or tackling debt, small steps can lead to big rewards! 👉 Here are 3 simple tips to get started: 1️⃣ Create a Budget: Know where your money is going and find opportunities to save. 2️⃣ Build an Emergency Fund: Aim for 3-6 months of living expenses to stay prepared. 3️⃣ Review Your Goals: Align your spending and investments with your long-term vision. 💬 Question: What’s your #1 financial goal for 2024? Let’s start a conversation and build financial confidence together! #FinancialWellness #NewYearNewGoals #MoneyTips #FinancialPlanning #WealthMindset

Join us in our journey as we strengthen ties within the entrepreneurial community, fostering growth and innovation. Our commitment is to empower business owners through meaningful engagement and collaboration. Follow us for insights and inspiration, and visit our website to discover how we can support your entrepreneurial journey: https://lnkd.in/d6pumyBk. "We feel deeply entrenched in and deeply involved with the entrepreneurial community. Everything we do, from our online engagement to face-to-face communities, is really about business and helping each other become better business owners." -Austin Peterson, Co-Owner of Backbone Planning Partners

🌟 At our firm, we're redefining what it means to plan for the future. Not just your future, but the future of your business. 🌟 We're the perfect blend of a financial planning firm and a business consulting firm. Our approach goes beyond the traditional— offering comprehensive services like charitable planning, gifting, and estate planning. But what truly sets us apart is our deep understanding of the entrepreneurial journey. We guide business owners with the insights and strategies they need for success. Ready to see how we can transform your financial planning and business strategy? Reach out to us today to start crafting your personalized financial plan. 📈 #FinancialPlanning #BusinessConsulting #Entrepreneurship

Your business isn’t just a business—it’s your legacy. At Backbone Planning Partners, we specialize in helping entrepreneurs like you secure the financial future you’ve worked so hard to build. Imagine having a trusted partner who truly understands the complexities of running a small to medium-sized business. A partner who can help you navigate financial decisions with confidence, optimize your resources, and craft a plan that protects your business, your family, and your dreams. With us, you can gain clarity, peace of mind, and the freedom to focus on what you do best: growing your business. "We get a significant amount of joy serving entrepreneurs because we named our firm after what we believe to be the backbone of the American economy: small-to-medium privately held businesses. For us, it's something that has come very naturally because we associate ourselves so closely with entrepreneurs." -Landon Mance, Co-Owner of Backbone Planning Partners Isn’t it time your financial plan worked as hard as you do? Visit backboneplanning.com to see how we can help take your business to the next level. Let’s schedule a conversation to explore how we can be the right fit for your journey. The future of your business starts here!

Tune into our last episode of the year!

🚨 Don’t Miss Our Final Episode of 2024! 🚨 Small business owners, it’s time to reflect, reset, and recharge! Join us for the last Tycoons of Small Biz podcast episode of the year as we dive into: 🎯 2024 Goals & a 2025 Reset 🎯 We’ll explore: ✅ What worked in 2024 (and what didn’t!) ✅ How to strategically pivot for 2025 ✅ Actionable tips to start the new year strong 📅 Live on Facebook, LinkedIn, and YouTube 🗓️ Tuesday, December 10th ⏰ 8:30 AM PST Start planning for a successful 2025 with us—don’t miss this impactful discussion! #SmallBusinessGoals #2025Reset #EndOfYearPlanning #TycoonsOfSmallBiz #Entrepreneurship #BusinessStrategy

Balancing the Books: The Power of Professional Collaboration 🔍 In today's complex financial landscape, having your financial advisor and CPA in the same room can make all the difference. Recently, we teamed up with a client's tax professional to navigate the intricacies of tax planning following a sale event. It highlighted the crucial advantage of expertise collaboration—ensuring you receive accurate and comprehensive advice. Are you ready to optimize your financial strategies through coordinated professional insights? Reach out to us to put together a financial plan that leverages the strength of expert collaboration. Let's achieve the best outcomes together! #TaxPlanning #FinancialAdvisory #CollaborationMatters #FinancialStrategies #ExpertCollaboration

It's National Cookie Day! Have you started baking for the holidays? What's your favorite cookie to have during the holiday season?