The Value Of Goal-Based Planning For Small Business Owners
Listen to host Eric Dye & guest Matthew Schechner discuss the following:
- What is goal based planning, and what are the benefits?
- What is the biggest challenge when it comes to creating and sticking to a goal-based plan for small business owners and entrepreneurs?
- What differentiates retirement planning for small business owners and why do they require special attention?
- How can small business owners and entrepreneurs find balance in planning for their personal financial future, as well as the business’ financial future?
Matthew Schechner began his financial planning career in New York City with Gruntal & Co. Following this, he spent several years at Oppenheimer & Co. as a Senior Vice President. Just prior to finding Essential Advisory Services, Matthew spent 10 years as a financial planner with National Holdings.
In 2018, Matthew founded Essential Advisory Services with the intention to empower families and individuals through guidance, education and a warm sense of community. The judgment-free financial planning firm is located in Westbury, New York, offering services including goal-based planning, women and LGBTQ services.
In 2019, Matthew received the honor as Envestnet’s Essential Advisor of the Year, being selected out of a pool of over 90,000 advisors. Most recently, he received the First-Class Service Award from National Holdings in 2019.
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