Business Management
We work with entrepreneurs, providing them with a framework to better understand their businesses. Our goal is to allow you to focus on what is most important.
Our approach
Working with a wide range of industries and small business owners, we look to boil down complex systems by looking backwards and then forwards. In doing so, we are able to implement best business practices to provide you with clear direction.
Our team works directly with your existing advisors and provides ongoing support as a part of your team
Your business has goals, often these goals directly align with your personal goals. As financial planners first, we understand the complexities that exist across the business and personal balance sheets.
Our services
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Systems & Processes
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Business Analysis
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Planning
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Personal/ Business Integration
Meet our team
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Gregory Karis, CFP® - Founder
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Katia Kin - Manager
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Dustin Ivey - Manager
Reach out for a conversation, today.
“The most effective way to make money likely requires a lifestyle you don't want to live. Instead, you want the most effective path that fits your desired lifestyle.
How do you want to spend your days? Start there, then optimize.”
— James Clear, 3-2-1 Thursday Newsletter