This is for someone looking to “put it all together” by hiring the right financial professional to bring clarity, simplicity and confidence to your entire financial picture, including your business profits.
You may already have a good CPA, Estate Planning & Business Entity Legal Professionals and you’d like your Financial Planner to coordinate with them to make sure you’re doing everything you can to keep more of your profits.
You want to ensure you’re business profits and tax planning are being maximized to take care of the people you love most.
You are probably already doing A LOT for your business, your employees and your community and you want to make sure someone is helping you protect against your financial blind spots.
You want to make sure you’re being effective and wise with your time and money for you & your family’s future.
You want to maximize your impact and give generously to the places you care most about.
You may want the option to schedule a one-time financial planning arrangement with a CERTIFIED FINANCIAL PLANNER™ professional to help you get clear and take action on your most pressing concerns & questions, now.
You may want someone to validate your current ideas or plans and add specific recommendations and input to your specific scenario.
You may value a guided discussion to help you get clear on your goals with an executive summary of action items to guide you going forward.