Personal Financial Plans
Let us help you develop your path to financial security by designing your comprehensive personal financial plan. Our financial plans are clear, visual, and engaging, and include:
Investment Planning, Retirement Planning, Education Planning, Insurance Planning, Tax Planning, and Estate Planning
What you get: (1) Analysis of your current financial status, complete with benchmark comparisons and infographics.
(2) An itemized list of your financial goals with options and recommendations for how you can go about achieving those goals.
(3) A financial forecast with infographics showing your projected progress to achievement for each financial goal. This forecast will be based on the options you select during the financial planning process.
Captivating Business Plans
Business plans serve as the story and guide for the key participants of a business. They help business owners organize the concepts of their enterprise in one place. They also serve to assist interested parties in understanding the general concept of a business, its current goals, and investment opportunities.
We at Order of Merchants have constructed a 4 phase business plan:
The Elevator Pitch
The Pitch Deck
The Executive Summary
The Comprehensive Business Plan
We can assist you in developing one or more of these business plan phases so that your plan is tailored to meet your business's planning needs.
Order of Merchants is designing an interactive social platform that assists people in developing what we call the 3 Merchant Virtues.
These virtues are powers that better enable us to achieve personal and entrepreneurial goals. They are:
Self Governance - The power to govern the self in a noble manner.
Legal Awareness - The power to grasp legal frameworks of civil society.
Financial Sustainability - The power to build, manage, and conserve wealth.