Young Families & Entrepreneurs

Who We Serve


We do our best work helping people navigate two of the great adventures in life: growing a business and building a family. Through comprehensive financial planning, we guide clients to living their great life, both now and in the future.

Entrepreneurs

Business owners have unique challenges and opportunities with financial planning. We provide financial planning specifically designed for business owners, including executive coaching on growing their business.

In addition to begin a Certified Financial Planner (CFP), Josh holds an MBA and has been an owner of multiple businesses himself. As a Tenured Professor of Entrepreneurship and through his consulting work, he has helped hundreds of business owners and aspiring entrepreneurs start and grow their businesses. 

Annual Business Valuation Estimates

Business Tax Planning Integrated with Personal Taxes

Cash Flow Analysis & Profit-First Budgeting

Continuity and Transition Planning

Establishing & Advising on a 401(k)

Business Risk Analysis & Advising

Balance diversification & reinvesting in the business

And More


Young Families

Your family has no shortage of worthwhile goals; buying a home, paying off debt, sending your children to college, taking family vacations, securing your retirement, and many, many more. By working with couples as they begin their families, we help them take advantage of the incredible opportunity they have to achieve their goals, build wealth, and change their family tree.

Financial planning not only helps families achieve their great life, but also helps them have a more harmonious marriage. 

Manage finances as a couple

PREPARe Financially for children

Plan for & Afford college

Secure a joint retirement

And much more

I start with a no-cost Discovery Meeting to explore your goals, answer your questions, and determine if we are a fit for working together.