Business Owners

Start planning your exit today. The most valuable businesses run without you, and that's exactly what buyers pay for
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Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
Business Owners

Start planning your exit today. The most valuable businesses run without you, and that's exactly what buyers pay for
Retirees or Seniors

Savings are only half the plan. Turn them into a reliable paycheck, and you'll spend retirement living, not worrying.
Pre-Retiree

Retirement starts before your last day of work. The five years before you retire shape your income for the next thirty.
Retirement Planning

A retirement plan isn't a number, it's a paycheck. Know where every dollar of income will come from before you stop working.
Starting a Business

Separate your business and personal money from day one. Clean books make taxes easier and your business easier to sell.
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
You've spent years building something: a business, a career, a family, a nest egg. Now you want confidence that it's all working together, that you're not overpaying in taxes, and that retirement (or a business exit) will go the way you've pictured it. But financial planning often feels designed to confuse you. Too much jargon, too many moving parts, and too many "advisors" with a product to sell. It's frustrating to work this hard and still wonder if you're getting it right. You deserve straight answers. That's exactly why Cadence Wealth Partners (CWP) exists. As a fee-only fiduciary, CWP is legally required to act in your best interest and never earns commissions on its recommendations. The only incentive is giving you good advice. Your path forward: 1. Intro call. A no-pressure conversation about where you are and where you want to go. If it's not the right fit, you'll hear that upfront. 2. Discovery. Your whole picture gets mapped out: your business, taxes, retirement income, insurance, estate plans, and the goals behind the numbers. 3. Your plan. You receive a written, coordinated strategy with clear next steps. It also comes with interactive tools you can actually use, not a 90-page binder that collects dust. 4. Onboarding and implementation. The paperwork and moving parts are handled for you, so your plan gets done instead of just discussed. 5. Ongoing partnership. You get regular check-ins, proactive tax and income planning, and a team you can call when life changes. And with a Marine officer veteran leading the firm, you get the same discipline, planning, and follow-through the Corps demanded in the field, applied to your finances. Without a plan, it's easy to leave money on the table, sell your business for less than it's worth, or drift into retirement hoping it works out. With one, you gain confidence that your money, your business, and your family's future are on track, so you can spend less time worrying and more time living.
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.
Household Income Minimum
$0
Investable Asset Minimum
$500,000