Wills & Estates
If you are over 18 it’s time to have a conversation about estate planning. The earlier you start the easier it is to maintain and account for major life changes such as marriage, children, owning property and building wealth. Having a plan in place ensures your legacy will live on the way you want it to.
Business Formation
People start businesses all the time. People also close businesses all the time. To keep your business running you need to do some planning. From choice of entity to operating agreements, insurance, policies, negotiating and drafting contracts, and other considerations, professionals can help you avoid many problems down the road.
Financial Coaching
Whether you are planning a business or desire to leave a significant legacy for your loved ones, you need to know how to handle finances. Planning where your money goes, often called a budget or cash flow plan, is an essential part of financial success. Our goal is to help you understand how a budget works in both business and personal finances and provide education and tools to make managing finances easier.