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160 Gould Street, Suite 212, Needham Heights, MA 02494

(781) 446-5000
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Small Business Owners

Do Simple Better | Improve Decision Making | Thinking to Knowing

Our purpose is to empower small-business owners & those in leadership roles. We work best with those who are growth minded, future based and community driven. More importantly, those who are really to transform their financial life. Our financial planning process is delivered through advice driven, behaviorally supported forward thinking experiences. Build a life- not just a portfolio.

Common Questions Our Planning Process Will Address

1. When do you plan to retire?


2. What is your exit strategy?


3. Have you planned for your exit?

4. How do you plan to maximize the value of your business?


5. What is your plan once you exit the business? 

You’ve built a successful business—now it’s time to think about what’s next. Whether you're a few years out or just starting to consider your options, now is the time to take control of your future. Let’s work together to design a plan that aligns with your goals—before someone else decides for you. 

SCHEDULE A COMPLIMENTARY CONSULTATION

Goals & Strategy

  • Business Strategic Plan
  • Goal Planning & Prioritization
  • Decision Making Model

Risk Management

  • Review Risk Management
  • Estate, Legacy, and/or Multigenerational Planning
  • Debt Management
  • Commercial Loan and Lines of Credit Review

Financial Planning

  • Cash Position Review
  • Review of 401(K) Plan
  • Personalized financial planning
    Cash Flow Analysis
  • Family Financial Planning
  • Flight Simulator
  • Investor Behavior

Tax & Accounting

  • Year-End Planning Discussion
  • Tax Return Review and Planning
  • Coordination with CPA &/or EPA
  • Philanthropic/Charitable Planning
  • Profit & Loss Review

Employee Wellness

  • Key employee benefits and retention strategies
  • Employee Benefits Planning
  • Educational Workshops for Employees: Finance, Accounting,
  • Legal, Health and Wellness

Plans starting at $2,400

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Empower your future, empower your business! Know you need to put a plan in place but not sure what comes first? Reach out, we're happy to chat about all things Planning!

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