Not Quite Sure Where To Start?
We know your time is valuable and will take you through our proven process. It all starts with a complimentary discovery call to ensure we are a great fit. Schedule your call below!
What You'll Gain
- Clarity around your goals and priorities
- A personalized financial plan that takes your business into account
- A partnership for accountability and collaboration
- Financial planning education & empowerment
- Improved comfort and confidence with how your business impacts your personal finances
- Financial scenario modeling, including “what if” answers
- Peace of mind through life’s twists and turns
- Confidence on the path to your definition of a wealthy life
What We'll Cover
- If anything happens to me or the business, will our family be ok?
- Are we saving enough?
- What’s the best way to pay off debt and grow the business?
- Can I afford to take more out of the business?
- Can we afford to buy a new home?
- What should we do with our excess cash?
- Does a rental property make sense for us?
- Are we invested correctly?
- Are there other accounts we should be utilizing?
- Is there more we can be doing to save on taxes?
- Are we maximizing our employee benefits?
- Do we have adequate insurance?
- How can we be savvy when gifting to charities?
- Three in-person or virtual meetings as we engage in the financial planning process
- Actionable next steps and implementation support
- Ongoing collaboration throughout the year (1-3 in person or virtual meetings)
- Advisor email and phone access for any questions between meetings
- Annual report on status, successes and outstanding items against milestones outlined from previous phases
- Continued partnership as we update and align your plan with your evolving life and business