Business Solutions

You’ve built something great. Now let’s protect it — and you.

Your business is one of your biggest assets — and one of your biggest responsibilities.

You’re focused on your team, your clients, and keeping everything running smoothly. I help you step back, look at the big picture, and build a strategy that supports both your business and your future.

How it Works:

Step 1: Start with a Conversation

Whether it's over coffee or Zoom, we’ll talk through what you’ve built, what you're juggling, and what you want to protect. You don't need to prep — just bring your questions.

Step 2: Do the Math

I’ll take what I’ve learned and run the numbers. We’ll look at your options for things like compensation, business continuity, and using the business to support your personal goals. You'll walk away with a strategy that makes sense.

Step 3: Work the Strategy

We’ll keep your plan up to date as your business grows and life changes. Whether you're expanding, hiring, or thinking about succession, I’ll be here to help you adjust and move forward with clarity.

Ready to protect what you’ve built and plan for what’s next?

Let’s talk about your goals and build a strategy that supports your business and your life.

Schedule your consultation

Protect your business – now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy.

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Lawsuits are a reality that many people face today. You can be sued for almost anything, so what steps can you take as a small-business owner to protect yourself—and ideally avoid a lawsuit before it even happens?

What you need to know about retirement plans as a small business owner

When you started your small business, maybe you didn’t imagine how big your staff would grow. Establishing financial benefits like retirement plans is a crucial way to attract and retain good employees. Here’s everything you need to know to get started.