Financial Planning^ for Entrepreneurs, Founders, Business Owners & Startups
Entrepreneurs, Founders, Business Owners & Startups
Helping Entrepreneurs, Founders, Business Owners & Startups Realize their Hopes, Dreams & Goals.
Intrepid Wealth Partners has worked with and continues to work with many Entrepreneurs, Founders, Business Owners & Startups. We understand and appreciate how you willingly take risk to pursue your dreams, and respect the passion, energy and laser focus you must have to accomplish everything you strive for. You have unique needs as you build, scale, and eventually exit your company. You build wealth this way.
Our role is not to make you wealthy, but to help you stay wealthy.
Characteristics of the people we serve:
You think of yourself as an Entrepreneur, Founder, or Business Owner.
Your business has already demonstrated strong growth, or is poised to do so; it is scalable.
You have achieved financial freedom, or are actively working towards it.
Although you are willing to take a lot of risk to grow your business, you personally consider yourself "financially conservative". You are more inclined to protect what you have, while generating a decent return to live off of without taking unnecessary risks.
You do not let daily market swings and mass media hysteria affect your long term financial plan.
You love your family & business and realize there is more to life than money, but that money is a strong tool. You take pride in spending time with those you love and living each day to its fullest.