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.