Tag Archives: KAIZEN Financial Planning

KEY030 | Creating a Business Owners Dream Financial Plan – Turn Key Automated Marketing For Your Small Business That Really Works (Part 7 of 8)

Creating a Business Owners Dream Financial Plan (Part 7 of 8) – Turn Key Automated Marketing For Your Small Business That Really Works

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I move on to part 7 of creating a business owners dream financial plan.  Automating the life line of your business – lead generation.  Learn this turn key approach that allows you to generate high quality leads even while you sleep.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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KEY029 | Creating a Business Owners Dream Financial Plan (Part 6 of 8) – Incorporate KAIZEN Into Your Financial Planning

Creating a Business Owners Dream Financial Plan (Part 6 of 8) – Incorporate KAIZEN Into Your Financial Planning

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I move on to part 6 of creating a business owners dream financial plan.  Incorporating “KAIZEN” into your financial plan is the key to meeting (and often times exceeding) your financial goals.  Business owners who don’t embrace this philosophy in their financial planning will live to regret it.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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KEY028 | Creating a Business Owners Dream Financial Plan – How to invest for business owners (Part 5 of 8)

Creating a Business Owners Dream Financial Plan – Investing For Business Owners (Part 5 of 8)

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I move on to part 5 of creating a business owners dream financial plan.  If your paperboy qualifies to invest in the same investment solutions you are currently using, you’re using the wrong investments.  This episode will dive deep into the most appropriate investment solutions for business owners and entrepreneurs.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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KEY026 | Creating a Business Owners Dream Financial Plan – The Sellability Score© and The Business Sellability Audit™ (Part 3 of 8)

Creating a Business Owners Dream Financial Plan – The Sellability Score© and The Business Sellability Audit™ (Part 3 of 8)

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WELCOME TO THE KEY TO RETIREMENT™ PODCAST!

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

IN THIS EPISODE

In this episode, I move on to part 3 of creating a business owners dream financial plan.  I dive into the Sellability Score to help you build a business that can thrive without you.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

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KEY025 | Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8)

Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8)

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WELCOME TO THE KEY TO RETIREMENT™ PODCAST!

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

IN THIS EPISODE

In this episode, I move on to part 2 of creating a business owners dream financial plan.  I dive into why most business owners and entrepreneurs can’t retire and what you can do about it today to change this harsh reality.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

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KEY016 | Why Retire When You Can Have So Much Fun Working In Retirement?

Why Retire When You Can Have So Much Fun Working In Retirement?

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WELCOME TO THE KEY TO RETIREMENT™ PODCAST!

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

IN THIS EPISODE

In this edition of The Key To Retirement™, we ask the question “Why Retire When You Can Have So Much Fun Working In Retirement?”

BONUS SEGMENT

In today’s bonus segment we’ll show you how to use a free piece of software to link you to the most valuable free information on the internet to fuel your desire for great timely content.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

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Episode Mind Map

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 areas of your financial life, simplifying the often complex aspects of wealth accumulation and preservation, over a lifetime.

Click any section of the diagram below (or use the navigation to the left) to view more about that step, program or plan.

kaizen_chart-2015

The Building a Foundation Program™The Securing the Future Program™The Preserving Wealth Program™ Step 2: The Confidential Data Gathering Package™Step 1: The Issues & Concerns Analyzer™Step 5: The KAIZEN Mid-Year Review™Step 6: The KAIZEN Full-Year Review™Retirement PlanInvestment PlanEducation PlanStep 3: Plan Presentation (part 1)Insurance PlanThe Wealth Protection Plan™Tax PlanStep 4: Plan Presentation (part 2)