We know that entrepreneurial families have unique opportunities and unique challenges.
 

We remind you to put life first.

Life is short. Let’s make the most of every day. Why did you start the business in the first place? Are you enjoying life along the way? Are you accomplishing what really matters to you?

We provide an accountability system.

Entrepreneurs often put off planning personal finances or looking at the risks to the family or the business in the event of a health crisis. We have created processes to help you reflect on these things regularly. We let you know when we will be meeting and what we will be discussing.

We help shoulder the burden.

Often times, the family finances and insurance decisions fall on one person’s shoulders. You don’t have to do this alone. We help coordinate meetings, facilitate discussions with family members and work with your other professional advisors to ensure the advice you are getting is comprehensive. In other words, we help you put the pieces together.
 

We make it easy.

We have created a unique service offering for entrepreneurs and their families. The Entrepreneurs Planning ModelTM (EPM) is designed to cover four key areas of planning we believe are most important for short and long term success and happiness.