Working With Me


Most likely you went into business to provide a great life for you and your family. You pour blood, sweat, and tears into your business, but you are not seeing that hard work translating into the one area that it needs to: your personal enjoyment. Here are some questions that you need to ask yourself:

  • Am I getting the most personal enjoyment and benefit out of my business?
  • How much money should I be taking from my business?
  • What's my retirement plan?
  • If something happens to me, how destructive will it be to the business?
  • Could I be more tax efficient?
  • How long do I want to own my business, or do I want to pass it along to my children?
  • Will I be able to get the most from my business when it's time to sell or transition out?


  • A 30-minute initial conversation to assess the current state of your business and walk you through the financial planning process.
  • A 60-minute Discovery Conversation either in person or video conferencing, where we talk more in depth about your financial goals and most pressing financial concerns.
  • A FREE informal business valuation. Before you commit to the time and expense of a formal valuation, you should know if it's even worth opening the talks. This will give you a close idea of what your business is worth, and likewise help us make suitable recommendations for your situation.
  • A 60-minute Recommendations Meeting, which includes:
    • An easy-to-read summary of your current net worth, goals, action items, and more.
    • Recommendations in the following areas: savings targets, investment goals, retirementplanning, insurance, risk management, secession planning, estate planning, and taxplanning.
    • Allocation and investment options for your current 401(k) or work retirement plan.
  • Two 60-minute check-in meetings per year after initial on-boarding to check your progress and navigate major life events.
  • A dedicated advisor who you can reach out to via email any time as your situation changes.
  • Recommendations to other experts in my network such as estate planning attorneys, CPAs, and insurance agents.


Let's schedule a discovery visit and start down the path to true financial enjoyment!