Connecting Business &
Personal Financial Planning
Fee-only financial planning and investment management services
without the conflicts of interest.
Financial Planner, Fractional CFO and Consultant
AS SEEN IN…
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Truth & Transparency
Demystifying and uncomplicating your finances so you focus on what really matters to you.
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Retire on Your Terms
Business owners have unique needs and goals. Learn how to use your business to fund your next chapter.
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Make a Greater Impact.
Your time is your most valuable asset. We leverage your current assets to get you to your goals.
OUR CLIENTS
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WOMEN
Women who want a listening ear and help navigating financial issues, including those affecting Divorcees and Widows.
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BUSINESS OWNERS
Busy owners who need advice that flexes with their business.
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INDIVIDUALS & FAMILIES
People who know the power of solid financial advice.
“The most difficult thing is the decision to act, the rest is merely tenacity.”
—Amelia Earhart
OUR SERVICES
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FINANCIAL PLANNING
Implement the correct financial strategies for your personal circumstances.
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INVESTMENT MANAGEMENT
Customize your Investment Policy Statement and let us implement your strategies.
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OUTSOURCED CFO
Partner with someone who has your best interest for your business. Get organized. Plan for the future.
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EXIT PLANNING
Exit your business on your terms by building value into your company now.
Join other business owners who are making an impact
Business and personal finance guidance exclusively for business owners
INSIGHTS
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Instant Assessment for Small Business
An instant assessment for business owners to gauge the financial health of their company
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Ways to measure profit
Here’s a little secret; there is more than one way to measure profit, and not everyone measures the same.
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Inflation Confidence
How to be confident with inflation all around us. Why inflation matters to you. What can you do about it? What not to do about it. Why you shouldn’t worry.