Case Study

John, 38, is a small business owner who is investing in himself. His time is focused on growing his company which means he’s been unable to properly manage his investments. His business is taking off but John feels like he’s missing opportunities to maximize his financial plan. After meeting with his father’s broker he realized his wants and needs were uniquely different and is now in search of a partner that would offer un-conflicted advice tailored to him.

John’s business has been his focus so much so that his personal financial plan is lacking attention and direction. John wants to connect his business’s success with his personal financial goals, and that’s exactly what our Personal Mission Builder provides. Creating this congruency between his business and personal finances has created a clear vision for John’s future. The Capital Growth Formula will then be used to address his personal investment strategy along with his corporate one, and finally, through the Protection Solution, John will ensure business continuity and personal risk mitigation. John keeps a close eye on his business metrics and he’s excited to have the opportunity to track his personal finances similarly.