Strategic Planning

Some key concepts are listed here for you to consider when preparing a STATEGIC PLAN for you and your organization. At The Wealth Factory, we can help you establish a roadmap for the future, integrating any or all of these elements.


Administration for Small Businesses

  • Growth, Customer Satisfaction, Efficiency, Training, Available Resources, Capital, Credit Risk and Contract Negotiation


  • Know Your Audience, Validation, Effectiveness


  • Available Resources, Building a Program (not a manual), Responsibilities, Reporting and Revisiting

Budgeting for Cost Control and ROI

  • Keys to success, Being Realistic, Capital v. Cash Flow, Process for Measuring Success, Surviving Market Fluctuations


  • Options, 21st Century Media, Added Value, Custom Goals, Benchmarking


  • Motivate Yourself Motivate Your Employees, Defining Roles, Goals and Objectives

Risk Management

  • Identification, Assessment, Prioritization, Objectives, Consequences


Set up a meeting today to learn what makes investing with the Wealth Factory different.

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