Start Here
Schedule Your Call
One 30-min conversation to get clarity on your finances and see if we’re a good fit
We Only Work With…
-
Small Business
We use proven concepts and processes directly tailored to your business model.
Owners
-
Planning for Financial Independence
We devise a plan for financial independence so you can choose to leave your business on YOUR terms.
-
Ongoing “Personal
You want the help of a “personal CFO” who specializes in small business owners instead of doing it alone.
CFO” Partnership
How it Works
Schedule a Call with Mike
This 30-minute phone call will help us get a vision of your goals and financial concerns, and make sure we’re right for each other.
If we’re a good fit, we will explain exactly what you need to do to achieve your financial goals and build the wealth to support the life you desire.
You’ll see, at a high level, how our firm can improve your finances and help you build, grow, and preserve your wealth.
Our meetings are no pressure and no commitment. You will be asked to reflect on our
meeting and discuss with your loved ones.
meeting and discuss with your loved ones.
Schedule an Introductory Call
In this 30-minute call, we’ll get to know a little bit more about your financial concerns and
aspirations and make sure we are the right fit for each other.
If we are a good fit, then we will get to work designing a path and creating a complementary
financial plan.
At the very least, you will walk away with financial strategies and tools that will help propel you
towards your goals.
You will also walk away with an understanding a small portion of the value that we bring our clients.