Growing up in an entrepreneurial home I have always had a sense of admiration and respect for those who choose to take the road less travelled. The ability to have a vision of a future or product and simultaneously have the discipline to execute a strategy successfully, showcases the beauty of free enterprise.
As I'm sure you already know the journey is by no means linear and that is why I enjoy partnering with business owners to support them along their financial journey. Irregular cash flows, sporadic windfalls and seasons of economic boom and bust are not uncommon to entrepreneurs and my aim is to help ensure you are able to take full advantage of the seasons of economic prosperity, minimize the impact of the more challenging years and also plan for the future along the way.
I run a very focused and disciplined practice, starting with a comprehensive financial strategy (including goal clarification and prioritization) and then supporting that strategy with a rigorous asset allocation approach to investing. As business owner you are all too familiar with the burdens of taxation; with that in mind I work closely with your accountant and lawyer in order to evaluate all the avenues to preserve wealth through improved tax-efficiency and estate consideration.
We have regularly scheduled times to revisit and adjust your financial strategy as required, as well as the flexibility to connect via phone, email, in person or virtually should any significant changes to your situation occur (good or tragic). My aim in our conversations is to help you have a clear sense of your financial situation as well as understand the financial trade-offs of financial decisions.
I also operate with full cost-transparency as I believe that trust and transparency are the foundation of any relationship. I would love to learn more about you and your business and have a conversation to see if it would be a fit to work together.
- Business Owner Considerations
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness