Contact Me: https://bit.ly/kenportnoy
Website: https://bit.ly/KenPortnoy-PFP
LinkedIn: https://bit.ly/profit-plans
Email: ken@profit-planner.com
Kenneth R Portnoy
Company Name: The Profit Planner Certified Pumpkin Plan Strategist Since: 2024 Based In: United States Industry Experience: Medical/Behavioral Health, Technology Service Providers, Consultants, Coaches, & Subject Matter Experts, Home Improvement Areas of Focus: Marketing, Sales, Leadership, Company Culture, Systems and Processes, Financial Analysis, Profitability, Mindset
Why I want to work with you (my mission):
Generally, I start with finance: creating sustainable growing profitability while professionalizing financial practices, Then, I move towards business optimization, making your business better by focusing on the best kinds of clients, refining your offerings, and systematizing your processes. The result is a smoothly running, profitable, resilient, business machine. All along the way, we keep an eye toward personal financial matters, for the present, for the short term, for the long term, including: Cash Flow Management, Tax Planning, Investment Positioning, and Estate Preservation. Of course, I don’t do this all by myself. I provide oversight and guidance in collaborations with selected experts.