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Financial Planning

Our services help you answer the following questions: 

How much is my business worth?

How much money will I need to get from the business upon exit to live my desired lifestyle?

What are my exit options and how can I do it without overpaying in taxes?

Am I personally and financially ready to step away from the business?

What do I want "life after business" to look like?

Am I saving enough?

How can I reduce my exposure to risk?

How We Work for You

My role is to serve as a guide to entrepreneurs as we build a plan for your financial future.

Our Ongoing Planning Process is designed to have your business and personal goals at the center of how you make financial decisions.

1st Quarter

Business Valuation

We determine an estimated range of value for the business and review annually to ensure we are incrementally increasing value over time.

Tax Planning 

We proactively work with your CPA on tax mitigation strategies to lower your overall tax bill.

2nd Quarter

Investment Management 

We customize a strategy and invest on your behalf with a goal of growing the assets in a portfolio designed to match your comfort level and risk tolerance. 

Estate Planning

We work with your attorney on making sure you have the appropriate documents in place to carry out your wishes. This includes wills, trusts, powers of attorney, health care or medical directive, and appropriate beneficiary designations.

3rd Quarter

Charitable Giving

Together, we'll establish a long-term strategy to fulfill your giving plan and at the same time reduce your tax bill.

Insurance Planning

Ensure current policies are appropriate and accurate while exploring additional insurance if necessary.

4th Quarter

Retirement Planning

We’ll discuss how much you will need to support your desired lifestyle in retirement and set you on a path to get there.

Cashflow Planning

We'll review the current and future cashflows of your personal financials and the business to uncover any opportunities and ensure efficiency.

Next Fiscal Year, We Start The Cycle Again.

Annual Administration Includes:

Strategic Reviews

We meet with you at least twice a year to ensure we are making progress towards your goals.

Online Financial Dashboard 

Access your Personal Financial Plan and Performance Reporting anytime.

Proactive Collaboration & Coordination

We ensure your action items get done and will coordinate with your team of professionals on progress.

Learn More About Our Services

Business Planning Investment Management

Let’s Build Your Plan

Book a Call to Begin