Greenprint Personalized Financial Plan for Small Businesses

Financial planning is a necessity for any successful small-business owner, but focusing on the future can take valuable time away from the everyday tasks of operating a business. When you build a personalized financial management plan with Regions Greenprint®, you can spend more time focusing on your business.

A Regions banker will work with you to develop a Greenprint plan to help you:

  • Understand how your business is doing financially.
  • Set financial goals for your business.
  • Understand how Regions can help you reach your goals.

It’s easy to build a personalized Greenprint plan with a Regions banker.

Start with a conversation

Make an appointment with your Regions banker. Your banker will dedicate this time to exploring your business goals and needs as well as your current financial picture.

Make a plan

Together, you and your banker will create a personalized financial health score and a plan that will:

  • Help with managing cash flow.
  • Develop flexible savings strategies to meet unexpected situations.
  • Support your financial goals in the short-term and long-term.

Take next steps

Making your plan is just the beginning of the Greenprint journey. With clearly defined next steps, you and your dedicated banker can stay in touch to review your business’s progress and make adjustments to your plan as your business needs and goals shift over time.

See how easy it is to build a personalized Regions Greenprint for your business.