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  Certified Business Appraisal, CBA              513-266-3226

Coordinating Personal and Business Wealth Management

Is your business supporting your personal financial goals?

You tell us your priorities are to take care of yourself, your family, and your business. We will give you useful facts and options to make better money decisions.

Business and personal goal reviews help do this job for you better. The reviews map your feelings on the top 38 business ownership challenges and 17 personal concerns in six areas each. We can help you identify your top coordinating objectives in less than 20 minutes as part of your strategy mapping.

The review helps you set a process on

before we offer options that clear the confusion for you to consider. 

Our clients want an adviser process that invites effective actions to reach goals. This connection is the cornerstone of our success for clients.  We coordinate your wide array of financial planning goals.

The content areas in this Personal & Business menu are examples of global planning areas considered in your Strategic Wealth Coordination, SWCSM process that identifies your top coordinating objectives in less than 20 minutes as part of your strategy mapping.

Coordinating your personal wealth management goals with your business goals makes this sophisticated service specialized and a unique choice. Our organization chart shows the firm’s comprehensive capacities to make a difference for you.

The Organization to Achieve Your Strategic Business and Personal Goals

Most business owners rely on the income generated by their company. This reliance often includes family members and employees.

Over the years, we have developed an organization process that integrates personal financial management with your selection and implementation of linked business strategies.

Examples of Strategic Wealth Coordination, SWCSM

  • Business Operating Risks with Personal Asset Protection
  • Exit and Succession Planning with Retirement Income Resources
  • Company Comp and Benefits with Personal Tax and Investment Plans
  • Business Value Trend with Estate Planning Tactics
  • Business Continuation with Family Transition and Participation

Your personal financial plans are coordinated with your business operations to accomplish the goals in both areas of your life.

We start the process with our structuring survey of your Current Personal and Business Goals. Our comprehensive list surprises many surveyed. The result shows planning areas for you to consider putting into sync.

You are welcome to call 513-266-3226 for more information. You can ask about a specific business area that you would like to mesh better with your personal plans.

Please enjoy the website. If you do not find what you are looking for, send us an e-mail description. We have hundreds of articles, planning worksheets, infographics, and videos not on the site.

Balance Makes the Difference for Business Owner Champions

Strategic Wealth Coordination, SWCSM is also required to balance your business and personal wealth management process.

My mother taught me about systems early in life. When I would take a better approach to a job, she would always say, "Now that's the system."

Now I am building systems that bring success to coordinating business ownership with personal financial planning.

What kind of a legacy will you leave behind to your family and your business?

Business succession planning is your personal success process.” David A. Dinsmore.

Strategic Planning