12 signs you need a financial

planner

1. You’re probably paying way too much in taxes.

Plan

A diverse group of adults at work, enjoying a casual meeting indoors with focus and smiles.

Why a family enterprise advisor makes all the difference

I grew up around a family business where “meetings” happened at the kitchen table and in the pickup on the way to the shop. We ...

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The 18-month growth plan

This post outlines a practical 18-month business growth plan—choosing one primary bet, turning it into controllable levers, checking capacity and cash, and working in three ...

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From founder-led to team-led

Building managers who actually manage.

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The 5-minute follow-up for home service businesses

Check out this “5-minute follow-up” system—short, repeatable touches you can do daily without derailing your schedule. It’s simple, it’s respectful, and it books more jobs.

A young entrepreneur gives a presentation on startup strategies indoors with a flip chart.

Energy management for owners: work less, win more

When your energy is scattered, decisions slow and small issues get expensive.