Business Owners
Decide what your business is for in your life, then pay yourself on purpose, so the company funds the life you want.
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My Approach
Fee-only, life-centered financial planning for business owners, founders, pro athletes and high earners nationwide. We get clear on the life you want first, then build the plan and investments to support it.
The Clients I Serve
Professional athletes
Your career is short and your life is long. Decide what you want your money to do after you play, then plan backward.
Also: Executives, GenX
Major Milestones I Specialize In
Career Changes or Job Loss, Compensation Changes, Early Retirement or Financial Independence, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
How we work together 1. Exploration Call (free, 30 to 60 minutes). A calm, honest conversation to see if working together makes sense. 2. Life planning first. Using the EVOKE® life planning method from the Kinder Institute, we get clear on what matters most and what you want your money to do for your life. 3. Your financial life plan. Cash flow, taxes, investments, risk, retirement and legacy, built around your priorities. We coordinate with your CPA and estate attorney. 4. Ongoing partnership. Evidence-based investment management, regular check-ins and a steady partner as life changes. Fees: fee-only. No investment account minimums. A minimum flat fee of $2,500/quarter, which includes investment advisory services for the first $1M of managed investments; tiered percentage of assets under management above that. I work with clients across the United States from our office in the Kansas City area.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.