Services Overview

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I help clients clarify, and execute, an organized plan to maximize their money and achieve their financial life goals. This is accomplished through financial planning processes, investment management, and – when appropriate – small business advisement.

FINANCIAL PLANNING

An ideal financial plan is built around your specific values, goals, and dreams.

Within our relational process we’ll clarify your current financial state, explore your ideal vision of the future, and evaluate options to achieve as much as possible – considering prioritization of various scenarios.

Financial planning solutions include advice on cash flow and budgeting, debt management, investments, retirement planning, employee benefits, insurance, real estate, and topics specific to current and future small business owners.

INVESTMENT MANAGEMENT

As a fee-only financial advisor I do not receive commissions or other compensation from the sale of specific investments or insurance products. This is a conflict-of-interest I decided to purposely avoid. I represent you and your best interests, and only get paid based on a clear agreed-upon fee schedule.

Investing is just one part of a healthy financial plan – but an important part.

In our relationship we will clarify your risk tolerance to understand the best way to balance your portfolio and minimize your investing anxiety. We also clarify personal details and goals, and merge this with risk profiles, to optimize your portfolio in the best way toward your goals – for you personally.

BUSINESS ADVISEMENT

With business advisement I help small business owners maximize the value of their businesses. This include business operations, finance, and profits, but also positioning intrinsic value for a future exit/sale.

Personally I have started, grown, managed, and successfully sold my own business. I’ve dealt with startup tasks, human resources, technology, management, finance and everything else you are dealing with. If you want someone to come alongside you who has already successfully navigated these areas, let’s talk about business advisement services.

LET’S TALK

If you want to chat to learn more about any of the above, you an schedule a free 15-minute call online or use our contact page to call, text, or email any questions you have. I look forward to talking to you!

 

 

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