The M.O.N.E.Y. Watch System™Meet Our Needs Each Year
Growth is a lifelong process. As your business and family change, the tools you use must adapt to meet new challenges, needs, and opportunities. The M.O.N.E.Y. Watch System™ is a customized, hands-on approach, designed to provide business owners with the financial resources they need each year.
Personalized ServiceThe M.O.N.E.Y. Watch System
We provide personalized service that delivers confidence, control, and peace of mind for both your business and personal finances. Leveraging a generation of knowledge about the challenges faced by growing businesses, we help you avoid planning mistakes and anticipate future needs to make your wealth work for you.
Discover the Possibility.
At our first meeting, we weigh your current goals and challenges with you and your tax advisor to design the most appropriate retirement plan and retirement exit strategy relative to your business structure.
Design a Personalized Roadmap.
In this important step, we sort through your obstacles, opportunities, strengths, and values to understand how to serve you best and provide you with your own timeline and roadmap to financial security.
Live with Freedom.
No matter the current order of your priorities, we revisit annually - at the very least - to review your personal roadmap and assess where you are going, what you will need, and what's next.
We work with your financial advisors to support them in providing diversified investment strategies that balance risks and keep you compliant with your retirement plan's fiduciary and regulatory requirements.
Our methods of centralizing and organizing information mean you always have access to and can preserve all your most valuable documents - especially those that are critical to the families of business owners
We help you realize your possibilities for life after retirement through a discovery process that differentiates your needs and wants. We then create a balanced approach to positioning your resources in order to achieve the life you want.
We work with your CPA and attorney to tailor-make reliable, tax-efficient estate planning and succession strategies to ensure you exit your business in style: Whether vertically or horizontally. In so doing, we also uncover your risk management issues to make sure you have the appropriate insurance coverage for any eventuality.