Step 1/4
Do You Own A Business, And Are You Interested In One Written Plan Over Your Investments, Tax, Estate And Insurance, From A Planner Who Then Stays To Put It In Place?
(Without being sold a product, or having anything reviewed on the first call)
If no - STOP AND LEAVE THIS PAGE
Step 2/4
What's your main goal for the money you have outside the business?
Step 3/4
Imagine… within 30 days, you have one written plan over the whole picture, with 15 to 20 specific recommendations and actionable steps, and the person who wrote it working with your CPA and your attorney to get each one done.
Roughly how much of your own money do you have outside the business, in investments, retirement accounts and cash?
(i) A conversation about the whole picture, then the written plan, then putting it in place with your other professionals
(ii) A CFP® professional and Certified Family Business Specialist. The first conversation reviews nothing and sells no product
Congrats, you qualify! Pick a time for your 50 minute conversation.
Step 4/4 - Conversations run Monday to Friday, Central time. Your answers go to the planner before you talk. The booking form asks one more thing: the best number to reach you 👇
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Audrey Johnson is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402. (612) 333-1413. Winnow Financial and ROA2 Partners are not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. CRN202908-11827202
Thank You For Your Honesty
This conversation is built for business owners with $1 million or more of their own money outside the business who want one written plan over the whole picture. Based on your answers, it does not look like the right fit for you right now, and that's ok.
If your situation changes, we would welcome a conversation.