Business Owners
Business owners face unique decisions are rarely have someone who can help them to bifurcate their personal finances, business finances and where they should and shouldn’t be intertwined.
Further, business owners are often forced to make decisions about insurances for an entire workforce, retirement plans for an entire workforce, and more. They may have to wonder, what happens if the company lost its top sales guy or most cutting-edge researcher. Sometimes, the biggest risks are ones the owners and executives hadn’t even yet considered.
Step by step we will make the complex simple.
At Axias, we’re here to help you build a personal financial plan, build a business plan, and to educate you how they two must operate as well as how they can help one another. Strong, thorough planning can not focus solely on one nor the other. As such, we find it critical to communicate the importance of having qualified advisors who will meet with and work with your current team of accounts, lawyers, etc. or even help you to meet others you can trust.
Our financial planning process begins with an “ice-breaker” phone call followed by a series of three meetings. After the introductory call and before the first meeting, we’ll provide you with a list of documents and details you’ll want to prepare. During the first detailed meeting, we’ll interview you about your family, financial goals, incomes, current investments, insurances, credit, debts, and legal planning. During the second meeting, we’ll share our findings, make recommendations for you to consider now as well as those you’ll want to understand for your future. After such a meeting, we’ll send you notes with definitions and action items to help you truly understand how your finances can be managed. Our third meeting will simply be a debrief or “Q&A,” session. During this time we’ll review the prior meeting, the summary email, and all questions you have. Once you’re confident with your to-do list and new trajectory, we’ll begin working together.
When doing business with our firm, you’ll want to note we do our best to eliminate conflicts and offer programs where you can work with us under a monthly subscription, programs where we charge a fee to manage your assets as well as programs where we can be paid a commission when certain products are used.
We’re comfortable in all arrangements and will help you understand the pros and cons of each before deciding if we’re a great long term fit for you, your family, and your work family.
When doing business with our firm, you’ll want to note we do our best to eliminate conflicts and offer programs where you can work with us under a monthly subscription, programs where we charge a fee to manage your assets as well as programs where we can be paid a commission when certain products are used.
We’re comfortable in all arrangements and will help you understand the pros and cons of each before deciding if we’re a great long term fit for you, your family, and your work family.