Have you been putting off looking at the back end of your business?
You know, the financial, legal, and wealth building stuff?
Yes, you can feel good about your money!
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You may have the basics in place.
Like a Bookkeeper.
Maybe you’ve even hired an Attorney or talked to a Financial Planner.
But what you’re missing is a coordinated strategy of how to make all the pieces work together.
You know that you need to stop just generating profit and start turning the money you make into wealth (and the freedom, financial security, and lifestyle it gives you).
You’ve got questions like:
I know I need a retirement plan, but where do I start?
Did I make the right choice with my legal structure- LLC? C Corp? S Corp?
Can I deduct this? You always feel like you’re guessing.
I wonder if this contract I’m having my clients sign would hold up in court?
Listen, I know you’re smart. You’ve gotten to this point in business because of your determination, hard work, and business brains. You want someone to take you by the hand and tell you what YOU need to know as it applies to your life and business.
CEO Level Understanding
You don’t have to know the ins and outs of tax law, financial planning, or investments to understand how it applies for you. I help make sure you understand how these things work for your situation so we can make strategic decisions about how to move forward.
I can help you:
Clarify your vision for your business and lifestyle.
Work with you to develop a coordinated strategy to implement your vision.
Make sure you have a CEO level understanding of how tax law, legal strategy, and wealth building strategy work together.
Train you to lead the service professionals that work for you to get closer to your vision and wealth goals.
C. Anne Tipton, MBA
We will work together to develop a coordinated strategy so you can say “I’ve got this” when it comes to your finances.
What you need to know about me:
I have an MBA and have spent 9 years working in finance so I know which rules you must follow, and which ones can be bent.
I’m not a lawyer, accountant, or financial advisor- but I do know how to speak their language. I can translate for you so it all makes sense and you can make well-informed decisions with confidence.
I have a deep understanding of how all the puzzle pieces fit together so I can help you create a coordinated strategy- making sure the financial, legal, and wealth building pieces work together.
Let’s get this handled!
I understand this stuff can be confusing, but with the right partner, we can figure it out together. I will help you protect what you have worked so hard to build.
My job, as a strategist and educator is to make sure that you have a high level understanding of how tax law, asset protection, and investing work together so you can make informed decisions for your life and business. I will work with you one on one to make sure you have a plan in place that works best for you.
Sound like what you’ve been looking for? Here’s how clients work with me.
I offer one on one consulting and self-study education
So you can get what you need, when you need it.
And get back to actually running your business.
To apply for a strategy session for one on one coaching, click here to take the assessment: