FAQs

Frequently Asked Questions

We are different because our knowledge of your industry allows us to provide specialized financial advice and our process includes meeting with you frequently (generally monthly) instead of 1-2 times a year to keep you on track with your financial plan.
During our financial planning process, it will become clear to you where your assets should be held and how they should be positioned. This may require you to move some of your investments or start new investments to maximize the potential of your plan.

As a Registered Investment Advisor we are legally bound with a Duty of Care and a Duty of Loyalty to you.

Now! Procrastination is one of the leading destroyers of wealth creation. Regardless of what you have going on, starting now will help to give you the time you need to achieve your financial goals.

Financial planning is not a one and done. As our client, we intend to work with you for life.  You go through many financial phases during your lifetime, which requires good guidance along the way.

We help you implement a vast majority of the financial actions required to improve your condition. However, you will need to follow through on some items on your own.  Don’t worry, we help you keep track of everything.

No. Most practice owners have a lot of personal and business debt when they start their financial plan. Our process not only teaches clients how to build wealth, but also how to get out of debt at the same time. 

We know you are busy, so we endeavor to keep our planning process simple so you don’t get overwhelmed. In the beginning the calls are weekly and last about an hour. Once your plan is moving along your calls with your advisor will occur generally every 4-6 weeks. We work with lots of different schedules and time zones and are confident we can work with yours, too.

Many practice owners we work with were already in a good financial position when they started with us.  We love working with these types of owners because our system allows a client to take it to the next level of wealth creation, debt reduction and asset protection.

While we are not business brokers who help facilitate finding a buyer or a seller, we do help you evaluate your financial situation to make sure you are prepared both emotionally and financially to make the transition. Additionally, we will do a full financial analysis with recommendations to ensure the sale price and the investment proceeds are sufficient to allow you to live life on your terms.

Most financial advisors would never look at your business financials.  WE DO. We know how important your business is to creating personal financial success. We review your profit and loss statements, make sure you are operating on the correct financial targets and that your expenses are in range based on your industry standards, and have you set up the correct accounts to capture profit.

First, we show your how to properly pay yourself so profits are channeling to you personally. Then, using the analysis of over 17 different metrics applied specifically to your financial situation, we develop an investment strategy that includes real estate, stocks and bonds, insurance-based products and alternative investments.
Many of our clients were already working with a local advisor when they found us. While you can keep your investments with your current advisor, we recommend you only work with one primary advisor. This has proven to provide the best results.