If you are an entrepreneur, your personal and business financial lives are deeply intertwined.  After completing the work of personal financial planning, we will begin building a bridge that connects them.  We provide the following services, as needed, to ensure your personal and business financial success:

ASSEMBLING YOUR TEAM

Just as your personal financial team is key to achieving your goals, we believe entrepreneurial success requires the same support. When we provide financial planning for your business, we grow your team to include your business manager, CFO, business coach, etc. and ensure we are all working together towards your vision. 

QUARTERLY MEETINGS

The team will review financial statements, cash flow & debt, resource allocation, tax planning and owners’ compensation and benefits. We can create a cash flow plan to ensure stability during ebbs and flows, so you can continue to build your business when time is plentiful but income isn’t. We provide follow-up after each meeting and hold all team members accountable to the tasks that will move you and your business forward. 

401K SUPPORT FOR OUR SMALL BUSINESS CLIENTS

401(k) plans are an important tool for retaining key employees and helping owners reach their tax and retirement savings goals. When it is time to think about implementing group benefits we will analyze your options & support you during implementation. 

SUPPORT DURING CHANGES

Financing rounds, mergers or purchase offers, or simply fast growth can be pivotal points in the life of your business. We are always available to discuss, meet and provide support as you make big decisions. We help you reflect on how these important business decisions could impact your personal financial goals.