I help clients define their financial goals and their desired impact by asking values based strategic questions, such as:
- How do you want to live?
- How do you feel about the future of your company and employees after you sell?
- What do you want to avoid?
- How do you want to be remembered?
- What are the unique leverage points in your situation that can have an outsized impact for you and those you care about?
- How do you feel about risk?
With an understanding of their unique needs, I look to help each client build a bespoke professional team.
I can collaborate with that team to maintain alignment and accomplish desired outcomes, cohesively executing both personal and business strategies.