If you’re like most small business owners, your personal life and business life are practically inseparable. That’s why it’s important for your personal financial planning to take into account the unique considerations — and opportunities — of owning and operating a small business.
It is very common for a majority of your personal wealth to be tied up in your company. There are many moving parts involved as you begin achieving your own financial goals without jeopardizing the stability of the business. As your advisor, I will create a holistic plan that will address both your personal financial needs and those of your business.
The do-it-yourself drive that helped you start your business may not serve you well when it comes to managing the many financial issues created by that business. Managing your business finances can be complicated, confusing, and out of your comfort zone. Mistakes can be costly! This is where professional expertise often becomes necessary.
I also work closely with your other professional advisors, such as CPAs and attorneys, to provide the well-rounded advice you deserve.
Use my Calendly online scheduling app to schedule a no-cost meeting to find out more. It's quick and easy with no obligation, plus you may learn a few things along the way! You can also call me at 724-747-5199 and schedule a convenient time to talk.