Clarity of Purpose
We primarily serve business owners, however welcome working with employees, retirees and those going through a life transition when the situation is appropriate. Our clients are entrepeneurs, parents, grandparents, business owners, professionals, retirees and successful in their own right.
Upon initially meeting it is not uncommon a client has never outlined their specific goals or developed a systematic approach to handle financial matters. This includes expense and cash flow analysis, tax planning, distributions from assets, understanding beneficiary designations or their homeowners insurance policy.
After the initial planning process most clients develop clarity of purpose and a strategic intent managing their overall financial picture.