WHY CHOOSE US?

We know that entrepreneurial families have unique opportunities and unique challenges. That’s how we built the business.

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We remind you to put life first.

Life is short. Let’s make the most of every day. We help you figure out what you need and want from the business for your family.

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We provide an accountability system.

Entrepreneurs often put off planning their personal finances. We have created processes to help you reflect on these things regularly. We let you know when we will be meeting and what we will be discussing.

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We help shoulder the burden.

You are busy but you don’t have to do this alone. We help you track your financial information, facilitate discussions with family members and work with your other professional advisors to ensure the advice you are getting is comprehensive.

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We Build on your Strengths.

We consider it a joint effort between us and your entire family. A strong family builds a strong business; not the other way around. We help you bring people together and increase communication around the business. This strengthens the business, increases your personal success and increases continuity of the entire system.

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We make it easy.

We have created a unique service offering for entrepreneurs and their families. The Entrepreneurs Planning ModelTM (EPM) is designed to cover four key areas of planning we believe are most important for your short and long term personal and financial success. We offer services in each of these four quadrants through our two companies. See the link to Propel Insurance and Advisory for more services.