You have questions that keep you up at night……
How do I reduce my taxes?
Should I sell my business?
Should I pivot my business?
What if my spouse passes away early?
What if I pass away early? What will happen to my family and business?
Can I afford to hire someone? Should I hire a new team member?
Am I spending money on the right things for my business?
How do I start saving as a business owner?
We’ve heard it all before! Let us help you navigate these waters.
ADDITIONAL BENEFITS
A listening ear
You’re tired of advisors talking over you. You want someone who will listen and understand.
Communication
You haven’t heard from your advisor in a long time. You are frustrated by advisors who don’t return your calls or emails right away. I strive to return your call within 24 hours.
Clarity
You want to know what you have, what it does, and if it’s the right strategy that will work for you.
Accountability
We are your coach to help you get organized and stay the course.
As a business owner myself, I understand the complex needs you have in navigating the financial affairs of life.
I provide personalized solutions and meet you where you are - in both your business and personal life!
These solutions will help you take a look at the profitability of your company, manage growth, cash flow, and prepare your exit.
We will also look at your personal finances, analyze your retirement, develop an Investment Policy Statement, and more.
Schedule a Discovery Call to get started today.