The Business Owner Blueprint
We craft personalized and comprehensive financial plans for business owners.
As a CFP® professional, we help business owners integrate personal and business finances with strategic planning. From tax-efficient compensation and retirement plans to succession strategies and exit planning, we provide guidance to grow your wealth and protect your business at every stage.
Our Strategy
Organize Data
First, we gather and organize data. This includes Tax returns, Insurance documents, Balance sheets, Cash Flow statements, etc. We also use this time to understand the client's business and goals.
Analyze
Next, we analyze cash flow statements and other financials and prepare recommendations and strategies for the client.
Present and Implement
When meeting with the client, we present recommendations and implement strategies based on the clients needs and goals.
Monitor And Adjust
Connect
First, we gather and organize data. This includes Tax returns, Insurance documents, Balance sheets, Cash Flow statements, etc. We also use this time to understand the client's business and goals.
First, we gather and organize data. This includes Tax returns, Insurance documents, Balance sheets, Cash Flow statements, etc. We also use this time to understand the client's business and goals.
