Running a small business can feel lonely, especially when you have family members who rely on you for support.
Do you ever wonder …
How to be more present with family as the business grows?
Why cash flow seems tight, even when the business is profitable?
When is the best time to prepare for an exit?
How much profit should be reinvested in the business?
Why it’s important to build wealth outside the business?
Small business owners deserve to have a single, trusted advisor who understands their unique needs.
5-Step Planning Process
Many advisors start a new relationship with quantitative analysis. WorthyNest® takes a unique 5-step approach to serve new clients:
Identify your business & family goals
Develop key financial reports
Evaluate whether you’re on track to achieve goals
Ask the right follow-up questions
Monitor progress through ongoing touch points
You don’t need to do this alone. In fact, you shouldn’t.
Focus on your zone of genius, and we’ll focus on ours: delivering expert financial planning and investment guidance
Schedule your complimentary growth strategy session today.