Video – IV Financial Modeling Overview

In this brief presentation, Michael Kenneth provides an overview of WealthPoint's proprietary financial modeling tool.

Description:

In this brief webinar, Michael Kenneth provides an overview of WealthPoint’s proprietary financial modeling tool. This financial model has the capabilities of combining business and personal balance sheets and cash flow statements to identify where a client is at today from a financial perspective and where they are projected to be at some point in the future. We use this modeling platform to evaluate various scenarios for our clients and guide them into a successful decision-making process. 

 

Topics Covered:

Stay In The Know

Get insights, news, and resources designed to help you grow and steward your wealth.

Keep Learning

Want to expand your expertise? We’ve picked a few insight-rich posts to help you grow your wealth and amplify your impact.

The Care and Feeding of Employees During a Transition

Employee engagement and communications are core cultural assets By Tim Young & Michael Kenneth Transitions…

Read More →

What’s Your Business Worth?

Really? Will it be enough to meet your needs post-exit? How do you know? By…

Read More →

Business Advisors Actually Do What They Propose

A look at the difference between business advisors and management consultants By Tim Young &…

Read More →