Broker Check

Business Worxs

S2 Financial Partners believes that effective financial planning should include a coordinated effort with all of our clients’ professional consultants and providers. Your accountant, lawyer, banker, IT professional, marketing consultant and others should work as a team, not as independent silos.  We decided to create a systematic approach for our clients to achieve this team approach- hence BusinessWorxs was launched.

Some critical concerns which many face include:

  • Contingency plans for an unexpected disaster such as a technological breakdown, a flood, a fire or even a partner’s departure, disability or even death.
  • Retention of key employees
  • Obtaining funding or a line of credit for your business
  • Determining what type of benefits to offer your employees
  • Marketing your company to more potential clients both online and offline
  • And more…

We have observed from our clients that oftentimes as a business owner you have neither the time nor trusted resources to get all of the guidance and answers that you need to run your business effectively.  Using our BusinessWorxs process, you are no longer on your own.  We sit down with you, review what you’d like to do, and, if we can’t provide the service ourselves, we coordinate introductions with strategic partners who can. Then, we provide the follow-up to make sure things proceed in a timely manner. That means, one meeting, one time per month or quarter—whatever your needs. Everyone you need is there, you ask the questions, you get the answers, and you get back to your business.  Not only does this save you time, but all of your strategic partners receive the same directions and work together as your team; giving you more time to do what you do best - run your business!

If you’re still with me, you’re probably saying this sounds good, but, what’s it going to cost me??? The answer may surprise you- FREE.

We are financial advisors. You may not need us today. However, at some point, you will. Whether it’s wealth management, life insurance, retirement planning, or planning an exit strategy; when that time comes we will be here ready to roll up our sleeves and get to work for you.