Business owners are generally too busy being successful to consider their planning options.
The fact is everyone has a plan, by design or default, and every plan has a price tag. The question is: Is your plan the one you want and are you paying the most efficient price for it?
As your CERTIFIED FINANCIAL PLANNER™ professional, I measure your plan and, if necessary, offer alternatives that fit your needs. Together, we determine the right price tag to pursue your goals.