As a business owner, you’ve built something you care about- and you want to see it last. We understand. We share a kindred spirit. As entrepreneurs ourselves, we are well acquainted with the unique challenges and opportunities before you. You’ve learned that your personal and professional lives may intertwine in ways you may not have anticipated. As your personal, Financial Steward, we help you take a step back to review all angles and see the bigger picture: how your success can help you build a legacy for your family’s future. Our role is to help you further your success by giving you the confidence to focus on what you do best.
Our clients are diverse. We recognize the differences in their lives and businesses and we are absolutely committed to providing professional, financial guidance to ensure our clients reach their destination, safely and on time. We know clients desire simple, effective communication and professional planning as it relates to their finances.
We personalize our planning approach, taking the time necessary to truly understand your family’s needs and objectives. It is not uncommon for Charles or Dan to visit a business on site or meet a client at their personal residence as a valued member of the family’s advisory team.
Our services are designed to help business owners, retirees, people whose lives are in transition, healthcare professionals, women and families.
If you are looking for a hands-on, Financial Steward in your personal life, please contact us to set a time that we can grab a cup of coffee or lunch to discuss your situation and determine whether we can form a meaningful, professional relationship in helping you build a plan and develop a system to help your family reach your goals.