Who We Serve
Intentional Families of Business Leaders
Executive
Ages 55 and 54
Married for 30 years with 2 children that recently graduated college
35 years with the same company
- One spouse works 60+ hours per week and doesn't want to give up precious family time to research and manage financial decisions.
- Wants a trusted partner in developing and executing the family’s financial strategy.
- Prioritizes good stewardship and doesn't want to take unnecessary risk.
- Realizes the value of independent objective advice and doesn’t like to be “sold”.
- Thinks about what their contributions will look like in their next season of life.
Earn: $800,000
Spend: $200,000
Net Worth: $10 million
Founder
Ages 45 and 40
Married for 20 years with 5 children ages 4 to 12
Partnered with a friend 10 years ago to start the company
- Would like to know where all the money goes.
- Needs help strategizing and executing on advice and managing lumpy cash flow.
- Would like to increase effectiveness of benefits for employees and maximize after-tax income from the business.
- Needs to update estate plans and insurance to provide for spouse and children in the event of untimely passing.
- No debt on the business.
- Thinks about what children’s education looks like in the future and how to prepare.
- Doesn’t want children to grow up with a sense of entitlement.
- Gives 10+% of their income to charity each year.
Earn: $2 million
Spend: $500,000
Net Worth: $20 million
Newly Responsible Stewards
Age 75
Widow after 50-year marriage with 2 grown children and 6 grandchildren ages 10 to 30
- Deceased spouse was Engineer and handled family finances until terminal diagnosis.
- Needed help to get affairs in order quickly while in Hospice.
- Wants someone they can trust to educate, provide counsel and have genuine concern for his bride.
- Does not want to be a burden to grown children financially or otherwise but does want to involve the children in decision-making.
- Needed new estate planning documents, cash flow planning, aligning their asset allocation with his wife's risk tolerance instead of his and tax planning and preparation.
Earns: $0
Spends: $120,000 per year
Net Worth: $5 million