Planning for a BRIGHTER BETTER BIGGER
Future Starts Today!™

For over two decades our founder has worked with very successful entrepreneurs and senior executive clients; and yet during that time he noticed many of the big box firms he either worked for, or competed against, lumped most of their clients into the same planning solutions. In fact, to differentiate between clients these firms would tier their service model by assets rather than segment their clients based on the client’s unique planning needs.

This led him to realize, the hard way, lumping entrepreneurs and executives in with mainstream clients is a significant disadvantage to them. Sadly, the companies he worked for failed to appropriately train their financial planners, including him, which limited the scope of value he could offer.

Fast forward to 2016 an opportunity to break away from the big box firm cookie cutter model was presented to him. For the next four years he worked with a select group of amazing clients to build a set of proprietary planning processes designed specifically for aspiring, active, and retired entrepreneurs, executives, and their families. The end result became the creation of C-Suite Planning™ and our exclusive Executive Financial Planning, Exit Planning, Divorce Financial Planning, and Special Needs Financial Planning services.