good advice is worth sharing, so we put ours in writing

A collection of books we’ve written to help you achieve your financial goals.

Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind

Having advised hundreds of executives and entrepreneurs over the years, we know there are multiple considerations and possible paths between "here" and the achievement of your financial goals. By following a fictional couple and their family as they wind through a path of poor financial choices, it will become evident how important well-structured guidance is to achieving positive outcomes.

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Your Next Adventure: Planning for Life After the Sale of Your Business

Every good business owner has an operational plan--but only 17% create a fully articulated transition strategy. This book shows you how to craft a robust transition strategy that considers your business, personal, familial, and community needs.

The new edition of “Your Next Adventure” will be available soon.

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