our services
Maybe you’ve already covered certain aspects of financial planning with other advisors – but what about tying it all together? We help you see each area in light of all of the other considerations. Here are some of the things we cover with our clients.
financial planning areas
corporate planning
Our business coaching background deeply informs our approach to corporate financial planning. We explore questions like, “What should your business profit be, and more importantly, why?” This helps us align your business goals with your lifestyle goals and reverse engineer your revenue targets, marketing and sales strategies, and operations to get your profit to where you need it to be.
tax planning
We’re not accountants, but we can tell if you’re paying too much tax. We can work alongside your accountant to help you decide whether to pay tax in your company or personally and create a tax strategy to ensure you make the most of your money. Where accountants tend to provide a historical view on taxes, we can help you look forward.
investment planning
We go beyond the standard “investor risk profile” questionnaire and share a framework for how to think about your investment portfolio in terms of mixed risk profiles, sectors, geographies, and asset types. Rather than just providing recommendations, we give you the tools to learn and evaluate what makes sense for you.
insurance
As insurance brokers, we’re not affiliated with any one company and can help you find a good match for your profile. We can recommend the type of insurance that makes sense for you, how much to buy, and where to hold it, whether it’s an operating company, a holding company, or personally.
retirement planning
There’s so much more to consider than the age you’d like to retire at. Whether you love what you do, are hoping to exit, or are looking ahead to what you want to do next, we can help you plan for your second act with financial flexibility and security.
estate planning
From wills and power of attorney to end-of-life tax planning and beneficiaries, we can help you make sure your finances are in order so that there are no surprises. We can also work alongside or connect you with lawyers and notaries.
Financially Smart
Business Assessment
Your business is profitable, but are you being strategic with the money you’re making?
It can be tough to figure out how all the financially planning pieces fit together. The Financially Smart Business™ Assessment will show you where you are now and what areas you need to focus on to create financial clarity and confidence.
