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How Does Hubris Define Wealth Management?
We view wealth management as a combination of business + finanancial services used to address the on-going needs of business owners, entrepereneurs and not for profit leaders. We use planning, strategy and implementation as the tools to help our client's achieve generational wealth.
Am I Good Fit To Work With Hubris?
Most of our clients have successful corporate careers and are seeking to launch or grow their own company or organization. We also serve full time entrepreneurs through our Strategy + Implementation solutions. For both groups the goal is to move to the next level of growth.
What Are The Intended Outcomes For Your Implementation Solutions?
Launch CEO, Leaders of the N.E.W. and Your CFO are one part Executive Coaching + one part C-Suite staffing. The main outcomes are CEO/Executive mindset development, clear goals, stronger leadership skills/core and accountability.
What Is The Cost For Your Services?
Currently our business + strategic planning services are offered at $1,000 per plan.
What Are The Intended Outcomes For Your Business Planning Solutions?
Some outcomes for our Business Planning solutions are a written business plan, identification of the problem your business or orgnization will solve, understanding of start-up costs and anticipated revenues, foundation to receive buy-in from investors and stakeholders, established growth metrics, and more.
What Are The Intended Outcomes For Your Strategy Solutions?
Our Strategic Solutions are intended to bring operational clarity. Specifically the business and strategy sessions are meant to be quick dives and are best when leaders need immediate analysis.
Does Hubris Offer Financial Services?
Our network includes a broad array of financial professionals. We are happy to introduce you to professionals who can assist with insurance, financial planning, investment advisory and other areas.
When Should We Consider A Strategic Plan?
In theory a Strategic Plan (How?) would be created right after the Business Plan (What?). Many times a well crafted business will include the Strategic Plan. Often times neither of the afore-mentioned scenarios happen.