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South Burlington, VT 802.846.1264


You Need a financial plan


If you own a business and are thinking about leaving your business you need to start by making sure your financial ship is on solid ground.

Watch the video on why you need a financial plan and then click on the button below to set a time to talk with Josh about what a financial plan will do for you.  This is a free call where our goal is to make sure you get at least one actionable idea you can use in your business.

Here's what you'll get when you havae a conversation with us:

  • A down a dirty analysis of where you are on the road to financial independence.
  • A frank conversation about whether a financial plan is right for you.
  • If you decide to do a plan you get a promise that you don't pay anything until you're totally happy with the results of your plan and the recommendations we provide.  And, if we can't make you happy you don't owe us anything.