Wealth requires more than smart investing and meticulous planning. It requires vision. And guidance from your personal CFO who connects the dots between all your professional advisors and makes sure the ball doesn’t get dropped.
We work as a team to support your needs. Our collective knowledge and experience spans
many disciplines. We collaborate with client situations internally and also can leverage external resources as well to make sure we have considered all options and come up with smart solutions for our clients.
As a Certified Exit Planning Advisor (CEPA®), we offer consultative services to help you support your business’s financial future. Whether you’re seeking to grow your top line, add new employees or transition your business, we help you make sustainable financial decision that align with your long-term goals and requirements.
Learn more about our Business & Succession Planning Services
Navigating the divorce process can be stressful time-consuming and complex. As a Certified
Financial Divorce Analyst (CDFA®) and a Certified Financial Planner (CFP®), Leah Jones has
the know-how and experience to guide you. It is imperative for you to understand how much money you need today and, in the future, and to ensure your investments are managed properly.
Learn more about our Divorce Financial Planning Services