You work hard for your money.
It should work hard for you, too.
Does this sound familiar?
You own a roofing company, plumbing business, or similar company. Business is good. But between payroll, taxes, and actually running the job, your personal finances have taken a back seat. You're making real money and not sure what to do with it, or if you’re in a good place.
If this is you, you’re in the right place.
How it works.
I handle the full picture. Building your financial plan, managing your investments, and coordinating with your CPA and attorney to make sure everything works together.
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A comprehensive financial plan that covers your cash flow, tax strategy, retirement, insurance needs, and everything in between. Built in RightCapital so you can see your full picture in real time and we can update it as your life changes.
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I build and manage a custom portfolio of individual stocks and bonds around your specific situation, not a generic model portfolio. Every investment decision is made with taxes in mind so you keep more of what you earn.
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I act as the quarterback of your financial life, working directly with your CPA, attorney, and anyone else involved to make sure everyone is on the same page and your plan is executed correctly.
Technology that puts you first.
✔ Real-time access to your financial plan through RightCapital, no more waiting on a packet.
✔ Your investments held through Altruist, one of the few custodians that actually built a modern experience.
✔ Everything mobile-friendly so you can check in between jobs.
I built this practice for home service business owners because I am one.
Fill out the form below to schedule a call with me.