Strategic Planning

Strategic Planning

Specialties:

	Invented a New Wealth Model™ with unique methodologies and approaches for the complete life cycle of business, investments, and wealth management
	Entry and exit strategies for business and real estate investments
	Identify problems and solutions in a complex and changing environment
	Create new opportunities in the hidden/underserved markets
	Find extra money for business and real estate investments
	Asset Protection and Business/Estate/Charitable Planning

Simply put, strategic planning determines where an organization is going over the next year or more, how it's going to get there and how it'll know if it got there or not. The focus of a strategic plan is usually on the entire organization, while the focus of a business plan is usually on a particular product, service or program.

There are a variety of perspectives, models and approaches used in strategic planning. The way that a strategic plan is developed depends on the nature of the organization's leadership, culture of the organization, complexity of the organization's environment, size of the organization, expertise of planners, etc. For example, there are a variety of strategic planning models, including goals-based, issues-based, organic, scenario (some would assert that scenario planning is more a technique than model), etc. Goals-based planning is probably the most common and starts with focus on the organization's mission (and vision and/or values), goals to work toward the mission, strategies to achieve the goals, and action planning (who will do what and by when). Issues-based strategic planning often starts by examining issues facing the organization, strategies to address those issues, and action plans. Organic strategic planning might start by articulating the organization's vision and values and then action plans to achieve the vision while adhering to those values. Some planners prefer a particular approach to planning, eg, appreciative inquiry. Some plans are scoped to one year, many to three years, and some to five to ten years into the future. Some plans include only top-level information and no action plans. Some plans are five to eight pages long, while others can be considerably longer.

Quite often, an organization's strategic planners already know much of what will go into a strategic plan (this is true for business planning, too). However, development of the strategic plan greatly helps to clarify the organization's plans and ensure that key leaders are all "on the same script". Far more important than the strategic plan document, is the strategic planning process itself.

NOTE: Much of the following information is in regard to goals-based strategic planning, probably the most common form of strategic planning.

NOTE: For a more recent breakthrough on strategic planning, contact Huesan via email or fill the form below.

One important point about capital gains tax: It's for All Cash Deals. If the real estate in the IRA or 401k is leveraged (meaning there is debt financing), there will be a different tax called UBIT which is quite high. Please learn more about UBIT if you or your client is using leverage in the SDIRA/401k. What we have provided is just general educational information, not tax advise. You & your clients should consult tax advisors who are knowledgeable in SDIRA/401k & UBIT. If you can't find one, call us and we will share some resources with you.

We developed a new comprehensive approach to help people create synergy across asset classes in all phases of the wealth cycle. Should you come across cases that do not want real estate (in IRA/401k or regular funds), we have other ways to help them. Please call to see if they would be suitable for other asset classes such as notes, annuity, life insurance, etc. or be directed to the appropriate sources to get the proper assistance.

Some clients asked about having SDIRA/401k seminars on periodic/regular basis. That is in the works. In the mean time, should any group or organization like a speaker on the SDIRA/401k topic, we would be happy to be of service.

Ms. Huesan Tran
MBA, CCIM
Senior Advisor
Advisory Board
Email Huesan

Ms. Huesan Tran is a leading business/wealth advisor providing new solutions and strategies for the new economy. She counsels businesses, entrepreneurs, and professionals in building wealth, protecting assets, generating a lifetime income, and creating tax-free retirement/healthcare/legacy to live their passion, purpose and mission. Using simplified methods and out of the box thinking, she has helped many clients manage complex situations, find clarity/direction, formulate strategies, detect hidden problems, avoid costly mistakes, reduce taxes, and improve cash flows and profit.

Formerly, Ms. Tran was a marketing & sales director of a software company and an international business consultant involved in foreign direct investments, global joint ventures, business planning, and marketing strategies for various industries. She has worked with world class companies such as Glunz & Jensen, Porsche, Schott, as well as start-up companies.

Ms. Tran has a doctorate degree in complementary medicine.  Her MBA and B.S. in Information & Computer Science are from University of California, Irvine.  She is dually licensed in real estate (CA DRE License 01069112) and life and health insurance (CA License 0E83798).  And, she has been certified by many professional organizations, including the prestige of CCIM (Certified Commercial Investment Member).