Andrew Lisi, CFP®, CPWA®'s Linkedin Analytics

"We have significant wealth, but no clear plan." "My spouse has no idea what's going on with our finances." "I'm too busy, in the middle of it all, and it's getting a bit too much to handle." These are common phrases I hear from C-suite clients – and they highlight a critical gap. You've achieved incredible success in your career, focused so much on improving your company in all facets, but what about your personal finances? Often, the complexity of your financial situation, coupled with differing perspectives between spouses, makes it difficult to even know where to begin. What if it could be different? What if you had control over all the complexity? What if you had clear communication about money in your most important relationships? What if big decisions that were once so stressful around taxes, estate planning, business were simplified and easy to execute? What if you had one team quarterbacking it all on your behalf instead of you being in the middle of all your advisors? There's no reason to put it off any longer. We're here to help.