Business Owners

Financial Planning Services
To help you make sound financial decisions that benefit both your financial future and that of your business.

Tax Planning Strategies

You can work with your accounting professional to coordinate business and professional income taxation in a way that provides the greatest benefit to both the business and you the owner.

Optimizing Retirement Benefits

Our team is well-equipped to help you select, optimize and execute your company’s retirement plan.

Moderating Risk

We will review personal and professional insurance policies to ensure you and your business have adequate protection.

Life Insurance Strategies

• Personal life insurance for income replacement
• Business life insurance for continuity
• Key man insurance
• Buy sell insurance

Planning for Business Transition

Purchasing or selling a business is a major financial decision, and special attention needs to be paid to the financial impact and structure, plus the personal impact to you and your family.

We will help you plan ahead by assembling a team of qualified professionals to guide you through a thoughtful and well executed transition.

Transition Navigation

• Assemble your team of advisors
• Prepare your business
• Contingency plans
• Tax estate planning
• Post-transition investment strategy
• Prepare a personal/family financial plan

Mindful Planning for Women

Working with a financial advisor to create and implement a plan for achieving short – and long-term financial goals will allow you to make well-informed, intentional decisions, and stay on track.

Let’s Start with Why?

Financial wellness is a state of mental well-being where you know you have control over your current finances, are prepared for the unexpected, and are confident in decisions you make for today and the future.

Uncover Attitudes & Habits About Finances

Each woman is unique and will have her own attitudes and habits about money. Uncovering what has molded your beliefs and habits enables you to better understand what you may need to alter in order to get where you’re ultimately wanting to go.

Discover Needs & Motivations

Committing to short-term and long-term goals will allow you to be more intentional with your money. Mindfulness means understanding what motivates your spending and saving. The more clarity you have about what drives your financial decision making, the more ease you’ll have in pursuing your goals.

What Do You Value?

Women tend to take a holistic view on how money can be used to achieve the things that are important to them.  Creating your own definition of worth allows you to clearly see what you’re trying to achieve. Where do you place the most value in your life, and how does that reflect in your financial goals?

The Impact of Others

Women are more likely to push ‘pause’ on their career to care for children or elderly parents. Understanding the effect this can have on your goals can enable you to plan accordingly, and focus your time and energy on caring for those when they need you the most.

Plan for the Expected & the Unexpected

With a clearly defined plan you’ll feel more confident about the path that you’re on. Contingency plans will give you greater confidence to navigate unexpected events if they arise. We cannot plan for all potential scenarios, but an understanding of how events may impact your plan (and the change of course you could make) provides greater peace-of-mind.

Don’t Ignore Risk

Market risk is not the only factor that can affect your balance sheet or financial well-being. Having a longer life expectancy than men means you must be mindful of inflation and longevity risk. For this reason, it is important that you do not invest too conservatively. We will work together to identify the appropriate balance of risk to target your long-term financial goals.