Partnerships
You and your partner have built something unique together. I help ensure your plan protects both of you, with clear agreements and financial strategies that support trust, continuity, and future growth.

• Income and role protection for each partner

• Planning for buyouts, disability, or unexpected exits

• Funded buy/sell agreements

• Long-term exit strategies

• Minimizing financial strain during transitions

A resilient partnership starts with a strong, well-structured plan.

Family Businesses
Family businesses carry history, heart, and responsibility. I work closely with families to create succession plans, protect key roles, and blend personal and business goals—so your business and relationships thrive across generations.

• Succession and legacy planning

• Income and role protection for family members

• Strategies that reflect your values

• Guidance for retirement or partial exits

When your business is part of your family’s legacy, it deserves thoughtful, lasting solutions.

Solo Practitioners
Your business is an extension of you. I help solo professionals safeguard their income, well-being, and independence—so your work, and your life, stay on track even when challenges arise.

• Income protection from illness or injury

• Expense coverage during recovery

• Benefits to attract and retain support staff

• Clear exit or retirement pathways

• Turning a successful practice into lasting wealth

You’ve worked hard for your independence—let’s make sure it endures.

What to Expect

Good planning starts with a real conversation. I offer objective, human-centered support that meets you where you are, with clarity and confidence at every step.

• Custom strategies for your business structure

• Comprehensive retirement and protection planning

• Access to a trusted network of specialists

• Guidance for building resilience and managing stress

• A values-aligned plan for lasting impact

Let’s Build Your Resilient Future

Whether you’re in business alone, with family, or in partnership, you deserve a plan that protects your work and supports your well-being. If you’re ready to move forward with confidence, let’s start the conversation.