for Entrepreneurs and Small Business Owners
Modern Wealth is an Independent Fiduciary providing Fee-Only Financial Planning, Wealth Management, and Business Advisory for Entrepreneurs and Small Business Owners.
We do this by seamlessly integrating Financial Planning and Wealth Management, Business Value Acceleration, and Life Planning, into a tailored process for every client. We call this the "3 Legs of the Stool."
We believe that in order for our clients to live their best life, we must align the Personal, the Financial, and the Business aspects of their life (The 3 Legs of the Stool). Once all 3 are aligned, our clients are able to live a complete life full of purpose, passion, and excitement.
Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.
Retirement might seem like a distant concept, but it’s never too early to start planning.
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
The most suitable Will for you hinges on your present circumstances and future aspirations.
Life’s only certainty is change. Keeping pace with it, though, is a choice.
When strategizing for college expenses, approach with an open mindset, and explore all possibilities.
Financial Planning for Business Owners and the Value Acceleration Methodology
We offer tools and resources to help you accurately quantify your regular earned income.
Expert advice for compensation beyond the standard paycheck.
The Value Acceleration Methodology
Download the Value Acceleration Methodology Guide for Small Business Owners now!