finance-b2c
Modular Solutions for Family Finance
We tailor components to family stage and business size.
Step-by-step support
We walk alongside as you build lasting order.
Understanding family situation
We listen to your unique business and personal context.
Coaching for independence
Guidance helps you make confident decisions yourself.
Program Summary
Creating order and clarity in family and business finances
Families receive custom workshops, plans and support.
Service Catalog
Financial Organisation Workshop
Outcome: ordered finances bringing family confidence and clarity
Access InformationPersonal Cash Flow Planning
Outcome: ordered finances bringing family confidence and clarity
Access InformationBusiness Succession Finance
Outcome: ordered finances bringing family confidence and clarity
Access InformationExecution Sequence
Succession Preparation
Plan business transition and family wealth.
Ongoing Coaching
Support adapting to life and business changes.
Organisation Workshop
Review current finances and separate flows.
Cash Flow Planning
Build personal budget and buffers.
Families Seeking Financial Order
Engagements empower confident self-management.
Persona
Succession Planners
Families preparing next generation involvement.
Persona
Goal-Oriented Parents
Planning education and family security.
Persona
Stress-Reduction Seekers
Tired of financial confusion and arguments.
Persona
Order-Builders
Wanting simple, clear money management.
Achieved Outcomes
Families enjoy organised finances and confident future.
Confident succession path
Prepared transition reducing future stress.
Clear financial order
Separated business and personal finances.
Stable family cash flow
Predictable spending and saving patterns.
Findings from coaching conversations
Unclear succession
No plan for business transition to next generation.
Financial stress
Constant worry about money situation.
Disorganised accounts
Multiple banks and unclear overview.
Differing family views
Partners or generations with conflicting priorities.
Core Elements
How Usm Core Link Supports Business Families
Principle
Step-by-step support
We walk alongside as you build lasting order.
Principle
Understanding family situation
We listen to your unique business and personal context.
Principle
Coaching for independence
Guidance helps you make confident decisions yourself.
Principle
Step-by-step support
We walk alongside as you build lasting order.
Frequently Asked Questions
Common family concerns on financial organisation.
Start Journey
Reserve Your Session
Secure comfortable time to discuss family finances.
Response Time
Within 24 hours
Channels
support@usmcorelink.info · +54 9 11 1234 5678