Hassle-Free Solutions for All of Your Financial and Business Needs

Financial knowledge, solutions and tools that are all about your unique dreams

Who We Are

Welcome to startMYplan, an all-inclusive consulting firm focused on optimizing the unique attributes of our clients to maximize potential, growth, and revenue. At startMYplan, our philosophy is based on the premise that all companies, big and small, deserve the same resources and support to grow. In an ever-changing marketplace wedged between digital and tangible business practices, it’s more important than ever to have the information and tools to succeed in your field.

At startMYplan, we focus our attention on the broad picture, narrowing our scope to tackle individual elements of our client’s businesses as needed. Our team is an authority in our field from productivity, employee training and departmental development to outsourcing, mergers and acquisitions, and investments.

What We Do

At startMYplan, we do more than advise our customers on projects and strategies. We are advisors, trainers, liaisons, and authorities in topics such as:

  • Tax Law
  • Compliance
  • Investments
  • Due Diligence
  • International Trade
  • Domestic Business
  • Sales
  • Consumer Engagement
  • Marketing
  • Media
  • Accounting
  • Mergers and Acquisitions
  • Integration
  • Portfolio Optimization
  • Audits (internal and external)

Working with clients in cities around the world, we have developed a large and diversified network of partners and connections. This network allows us to tackle complex problems quickly and efficiently in a variety of departments without the need for overspending or time waste.

We are not looking for clients who “have it all together.” Instead, we are a consulting firm that meets you where you are now and helps you develop the strategies and plan to move forward from there successfully.

The startMYplan Team

StartMYplan is a collection of authorities in the field of business and finance. We hand chose each of our consultants based on a diverse checklist of individual traits, including personality and social skills. We want our clients and our team members to click so that your passion becomes our passion. We want the strategies we develop to reflect your company values, culture, and goals better.

The startMYplan team has a combined experience of over 50 years in the consulting industry. We have worked with some of the biggest and brightest businesses in the country, as well as up and comers on the international business platform. We strive for continuous growth as a firm, constantly upgrading our knowledge base and skill set to improve yours.

What sets us apart?

There has been an insurgence recently of small businesses and start-ups. This is owed primarily to the power of e-commerce and the digitization of business. While these smaller companies are newer and less vast than some of the large chains and corporations staking their claim in the business world, they are no less worthy of our time.

One of the ways we set ourselves apart from our competitors at startMYplan is by implementing strategies specifically for these smaller businesses. Rather than developing a “cookie-cutter” strategy to fit all our clients or saving our “game changers” for our big clients, we apply the same individualized approach to consulting for every client. Big or small, new or established, we are here to help support and guide you during development and execution.

Our Work in the Private Sector

Another area of expertise that sets us apart from local competing consulting firms is our success in private wealth. Private wealth is a high niche focus within the financial district, and it requires a depth of knowledge not gleaned from general commerce and accounting skills. This is a subject that cannot be thought in a classroom but requires years of experience in the field and a natural knack for assessment and outcome prediction.

Our work with private wealth has helped startMYplan clients grow portfolios exponentially with a higher potential for earning and a lower risk for loss. From vetting potential investments to providing due diligence and liaising with third-party contenders, we assist at every step within the investment process.

An Inclusive Mindset for a Changing Marketplace

Business is largely influenced by society, and this means being inclusive. Our work, both domestically and internationally, has taught us a great deal about what it means to be truly inclusive. Creating an environment that welcomes everyone from all walks of life and supporting others who do the same is a huge part of our core philosophy. We want our clients to be successful, which means understanding not only what you do and why you do it, but who you do it for. Who are your customers, who are you helping, where do your products go, and where do they come from? This social piece has become more important over the years and ties in greatly with the sustainability movement.

Sustainability in business means many things. It means supporting the world we live in so our companies can continue to flourish in an environment that will be around for years to come. It also means supporting the communities we work in so that there is consistency in the economy, and your customers can afford your products and services in the future. These are all business elements that, while new, have made a huge impact on how many businesses are developing their models and restructuring their financial goals.

We are here to help you make these changes, learn about what they mean, and how they help your company.

A Consulting Firm Who Works for You

The funny thing about consulting is that a consulting firm is only as successful as our least successful client. In simpler terms, what this means is that when you fail, we fail; when you succeed, we succeed. This is a driving force in our business model. To ensure our clients are successful, we have developed our guidelines to maintain an honest and transparent relationship with every client.

If knowledge is power, than startMYplan clients are among the most powerful in their industries. From supplying you with the latest news and updates in your field to guaranteeing well-structured business strategies and the most beneficial tools and resources available, you can rest assured you are in good hands with startMYplan.

For more information on our services and expertise, we invite you to contact us at 1-888-831-6716.

Looking for Mortgage ServiceClick Here to know more in detail

Request Information
Back