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Mike Flux – Investment Review and Update Q4 2011
Fly On The Wall Webinar Series Hello everybody and welcome to another one of IRONSHIELD Financial Planning’s “Fly On The Wall” webinars. If this is your first time tuning in to a “Fly On The Wall” recording, let me quickly explain to you what this is. You are going to experience what it’s like to…
Caution Business Owners! – Don’t Poke The Giant…
By: Scott E. Plaskett, CFP & John Warrillow On June 1, 2011, both Floyd’s Coffee Shops in Portland, Oregon were busier than usual. The regulars were elbowed out of the way by new customers visiting the store for the first time to redeem their coupon and get $10 worth of coffee for $3. This tempting…
Seven Powerful Ratios Entrepreneurs and Business Owners Need To Start Tracking Now
By: Scott Plaskett, CFP & John Warrillow Doctors in the developing world measure their progress not by the aggregate number of children who die in childbirth but by the infant mortality rate, a ratio of the number of births to deaths. Similarly, baseball’s leadoff batters measure their “on-base percentage” – the number of times they…
Our Programs
A process for Financial Progress The KAIZEN Financial Planning Process™ is an evolutionary approach to comprehensive financial planning. Starting with the name “KAIZEN”, which is a Japanese word for constant and never ending improvement, you get a first glimpse at our core process that is truly different. Our process is designed to encompass all key…
Focus on financial freedom, not financial wealth.
Focus on financial freedom, not financial worth. At the time I write this, there are advertising agencies and marketing departments of the investment companies poised and ready to release this years marketing message to you. The marketing message usually has something to do with investing more. Read the messages, understand them but don’t follow the…
What Your Birth Certificate Says About Your Exit Plan
By: Scott Plaskett & John Warrillow In our experience, your age has a big effect on your attitude towards your business and how you feel about one day getting out. Here’s what we have found: Business owners between 25 and 46 years old Twenty- and thirty-something business owners grew up in an age where…
The Danger Of Market Timing The Sale Of Your Business
By: Scott Plaskett & John Warrillow The other day I was speaking with a successful CEO in his fifties who runs a heating and air conditioning company generating eight million dollars in revenue and over one million dollars in profit before tax. Even though he was tired and nearing burnout, he was planning to wait…
Mike Flux – Infrastructure, Commercial Real Estate and Private Equity Q3 2011
Fly On The Wall Webinar Series Hello everybody and welcome to another one of IRONSHIELD Financial Planning’s “Fly On The Wall” webinars. If this is your first time tuning in to a “Fly On The Wall” recording, let me quickly explain to you what this is. You are going to experience what it’s like to…