Our Specializations

Small Business Advice and Exit Planning

There’s a difference between working in your business and working on your business. As a business owner, you are asked to be an expert in all areas surrounding your business. What you may need is financial planning guidance tailored to business owners. Below is our approach that integrates your business plan into your personal financial plan.

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  Review Business Goals and Objectives
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  Financial Assessment
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  Risk Management
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  Tax Reduction Strategies
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  Compensation and Retirement Plans
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  Estate and Wealth Transfer Strategy
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  Ongoing Implementation

Women’s Financial Strategies

Women face different financial struggles. Several considerations can have a big impact on your financial life – longer lifespans, the persistent gender pay gap, greater time spent out of the workforce and growing wealth. Sometimes the roles at home and work are in flux and these realities become more apparent as time passes.

Here are some actions that can help you take control of your financial future:

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  Understand the impact of the gender pay gap
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  Be mindful of your financial and/or career progress
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  Invest with intention
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  Prepare to potentially live longer

Legacy & Family Wealth Transfer Planning

You have worked hard to build something meaningful, and now the priority is making sure it lasts. Legacy and family wealth transfer planning is about preserving what you have built and passing as much of it as possible to the people and causes that matter to you. Whether you want to be generous with your family today, provide for generations to come, or simply know that your plan will carry on after you, we bring the moving parts together into one clear strategy and help you put it into action.

Our approach coordinates the pieces that make a legacy last:

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  Wealth Preservation Strategy
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  Tax-Efficient Wealth Transfer
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  Estate Planning Coordination
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  Gifting and Charitable Giving Strategy
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  Multigenerational Family Legacy Planning
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  Business Succession and Family Business Transition
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  Insurance and Risk Management
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  Ongoing Review and Implementation

Post-Divorce Financial Planning

We are so passionate about helping people who are considering divorce that we created a sister company called Alternative Divorce Solutions that provides support, education, and financial strategy for individuals going through divorce. We bring the methodology of financial planning directly into the divorce process. To learn more, go to AlternativeDivorceSolutions.com.