Business Plans…

On May 3, 2013 I was fired from my previous position. When I got dressed that morning I chose my best suit, tie and pocket square, and made sure they coordinated perfectly. It was Friday and I knew my life was going to be different from that day on.

After being escorted out of the office, I walked to the local car dealership and bought a used Honda Civic, which I named Ralph. If I was going to start a business I knew I would need a vehicle. While I waited for the dealer to prepare the paperwork I got on my laptop and booked a flight to L.A., departing the next day.

That evening my long time girlfriend informed me she no longer wanted to be in a relationship, with me… By the time I landed in Los Angeles I had completed 9 pages of my business plan.

If we consider a business plan a living document, it is never truly complete. As the environment changes and we receive new information the strategy and tactics should be adjusted accordingly. Though writing a business plan may seem like a daunting task, it is necessary for business success.

June 3, 2013 I established Coroebus Wealth Management, LLC. July 23, 2013 I held our Grand Opening celebration at the N.J. Historical Society. August 29, 2013 CWM was approved by the state of NJ as a registered investment advisory firm.

February 26, 2016 the U.S. Small Business Administration certified CWM as a participant in the 8(a) Business Development Program. I have begun working on an automated investment management application, or robo-advisor, called Pythia℠  scheduled for pre-release July 23, 2016.

My passion was born of necessity. Where will you find yours?