How to use the wealth created from selling your business to live a life of meaningful experiences.

How to create a life & financial plan after selling your start-up.

Becoming a millionaire is a vision many people pursue, but, as we all know, unless you happen to win the lottery or inherit a significant lumpsum, it takes a lot of hard work and dedication to become part of the mega wealthy.  Being an entrepreneur and choosing to start a business is probably one of the most

Being a Founder

It’s an exhilarating notion being the founder of a start-up company.  Whether you’ve joined Silicon Valley or you’re venturing into engineering or manufacturing, there is no doubt you should consider financial planning for your future.  Being a start-up entrepreneur does not afford the luxuries of a guaranteed salary, nor the fringe benefi

Why personalized online financial advice is the new normal

Technology has had a positive impact on many industries.  Improved connectivity, better access to information, faster service, etc.  It is now starting to really make a difference in the financial & investment planning industry, one that is way overdue for change. 

Why You Still Need Insurance As Your Wealth Continues To Grow

High net worth individuals have their own set of opportunities and challenges as they make the transition to becoming wealthy and as their wealthy continues to grow.  Just because they have wealth doesn't mean all their problems suddenly disappear.  The problems simply change.

Why buying a house may be one of the worst financial decisions you will ever make.

Grow up, go to college, get a job, buy The American Dream.  Sound familiar?

Should you pay for financial advice?  Should you pay for a financial plan?  Should you pay to have someone else manage your investments?  Get answers to these questions and more here.

Fair warning, this is a long post. 

How young (under 40) entrepreneur millionaires & billionaires invest their money and what they expect from a wealth manager.

(Hint: it’s probably not what you think….)

The Financial Planning Secret Entrepreneurs Know That Makes Them Millionaires

Are you doing it all wrong?  Let’s find out.

3 Things founders do with a $5,000,000+ exit from their business.

In the early days of a startup the life of a founder is less than glamorous.  In other words “it kinda sucks!”