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I am a native Chicagoan, father of 3 wonderful children, and a 20 year veteran of the financial services industry. -I am passionate about working with business owners who would benefit from having an objective partner in their financial lives. -I am trying to help my clients realize their best selves. We use financial tools to help them achieve the freedom, control, or time that they desire. How do I know if I'm a good fit? -Business Owners between 35&55 who want to have the ability to make work optional -Household income of at least $150,000 -People who want to delegate so you can spend more time with the people they care about and doing the things they love What is the benefit of working with Chris? -Create an easily understandable 1 page financial gameplan so you always know what the next steps we will take are -Knowing there will be a day when you can make work optional so you can have a defined goal to work towards. -Optimize insurance policies to maximize coverage and reduce costs. -Proactive tax planning to minimize your lifetime tax bill -Provide financial partnership and help solve your financial problems so you can focus on the most important things in life I love working out, cooking, bourbon and cigars. Please note: While I appreciate endorsements of my services, I cannot accept endorsements or recommendations on my LinkedIn profile, as these are considered a prohibited testimonial under SEC regulations. I can be reached at (312) 850 3600 x16 or you can schedule at https://app.acuityscheduling.com/schedule.php?owner=12813504&appointmentType=1941784 Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment Advisory Services offered through the O.N. Investment Management Company
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🚀 Are You Running a Business or Just Owning a Job? 🚀 Many business owners get stuck working in their business instead of on it. They’re buried in daily tasks, leaving no time to grow or strategize. The Fix? ✅ Create systems and processes to delegate effectively. ✅ Focus on building a scalable asset—not just income. ✅ Plan for the future with an exit strategy that works for you. Pro Tip: Stop being the bottleneck in your business. Build systems that let your business run even when you’re not there. https://lnkd.in/g2TqT_8V #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
Many people focus on the cost of financial planning but overlook the cost of not having a plan. Without a plan, people may: ❌ Pay more in taxes than necessary ❌ Miss out on financial opportunities ❌ Feel uncertain about their financial future What’s one thing you wish you had started planning for earlier? #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
📚 We all learn money lessons at different points in life. Whether it’s budgeting, investing, or understanding taxes, there’s always something new to pick up. What’s one financial lesson you wish you had learned earlier? #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
Roth Conversions & Timing Considerations Some people explore Roth conversions as part of their long-term financial planning, and timing can be a key consideration. Since a conversion involves taxes, some may look at their income levels and tax brackets when thinking about when to convert. The process can have different implications depending on individual circumstances. Have you ever considered how timing plays a role in financial decisions? #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
Taking inspiration from my kids and smiling into this new week! #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
Wealth isn’t built overnight. It comes from consistent, intentional financial decisions over time. Understanding how different strategies work together—such as savings, investments, and risk management—can help create a strong foundation for long-term success. Every step forward, no matter how small, contributes to financial security. 🏗️📈 #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
💼 Is Your Entire Financial Future in One Basket? 💼 Business owners often pour everything into their company—but what happens if that income stops? Key Risks: 🔴 Overreliance on one income stream. 🔴 No plan to exit or sell the business. 🔴 Uncertainty about the business’s true value. How to Protect Yourself: 💡 Diversify investments to reduce risk. 💡 Get a business valuation to know your worth. 💡 Build a succession or exit plan—because leaving your business isn’t if, it’s when. Don’t let all your eggs sit in one basket. Build a strategy for sustainable wealth. https://lnkd.in/g2TqT_8V #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
💰 Enjoying life now vs. saving for the future—how do you find the right balance? Financial planning isn’t about sacrificing everything today for “someday.” It’s about creating a plan that lets you enjoy both. How do you approach balancing financial security with enjoying the present? #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
Hope you have a day full of lots of luck! #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
Would you take a road trip without directions? Probably not. The same goes for your finances. A financial plan provides: 📍 Clear goals 📍 A strategy for navigating risks and opportunities 📍 Flexibility to adjust as life changes Whether you're planning for retirement, growing a business, or managing daily expenses, a plan brings clarity. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
🚀 Preparing for a Liquidity Event 🚀 Selling your business is a big milestone—but are you ready? 🔑 No matter which liquidity event you’re considering— ✅ Venture Capital or Private Equity funding ✅ Selling to employees via an ESOP ✅ Selling to an external buyer ✅ Going Public (IPO) Preparation is key: 💼 Organize your financials 📊 Build a solid business plan 💡 Highlight your company’s value Pro Tip: Work with advisors (financial, legal, and tax) to navigate the process and maximize your outcome. Ready to take the next step? Let’s build your roadmap to success! 📩 https://lnkd.in/gR3c-Vyx #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
📍 A goal without a plan is just a wish. Financial success isn’t about luck—it’s about having a roadmap. Whether you're planning for retirement, a major purchase, or building a business, a well-thought-out plan makes all the difference. What’s a financial goal you’re working toward? #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
Financial Wellness & Peace of Mind Sundays are a reminder that financial wellness isn’t just about numbers—it’s about peace of mind. Having a clear plan in place means fewer worries, more confidence, and the ability to focus on what truly matters. Financial security isn’t just about wealth; it’s about feeling in control of your future. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
The Balance Between Enjoying Today & Planning for Tomorrow Financial planning is about more than just saving for the future—it’s about creating a balance that allows you to enjoy life today while still being prepared for what’s ahead. Being intentional with financial choices means having the flexibility to live fully in the present without compromising long-term security. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
A Thought for the Week Ahead The right financial plan isn’t just about retirement accounts or budgets—it’s about building a life that aligns with personal values and goals. Taking the time to be intentional with financial decisions creates opportunities for both security and fulfillment. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
💡 How we think about money shapes our financial future. Some people see money as a tool for freedom, while others view it as a source of stress. Shifting your perspective can open doors to smarter financial decisions and better opportunities. What’s one belief about money that’s helped you along the way? #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
A Sunday Reset for the Week Ahead A strong financial foundation creates more freedom, less stress, and a clearer path forward. Sundays are a great time to pause, reflect, and prepare for the week ahead—whether that means reviewing financial goals, organizing priorities, or simply enjoying a moment of clarity. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
Disney ears are the best! Wish we were back in California. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
💸 Build Wealth Through Your Business 💸 Thinking about selling your business someday? It’s never too early to plan for a liquidity event—the moment when you can cash out equity and reap the rewards of your hard work. Whether you’re aiming for: 📊 Venture Capital Funding – Scale quickly with growth capital. 💼 Private Equity Investment – Partner with firms to expand operations. 🤝 Internal Sale – Transition ownership to employees using tools like ESOPs. 💰 External Sale – Sell to an outside buyer and move to your next chapter. 📈 Going Public – Reach new heights with an IPO. Success starts with preparation. Organize your finances, clarify your goals, and lean on trusted advisors to maximize your exit strategy. Let’s discuss your path to wealth and freedom—reach out today! 🌟 https://lnkd.in/gR3c-Vyx #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
💼 Unlock the Value of Your Business 💼 Thinking about cashing out the equity in your business? 💸 Whether you’re looking to grow, transition ownership, or move on to your next big venture, liquidity events can help you get there. Here are 5 Ways to Sell Your Business: 1️⃣ Venture Capital Investment – Fuel growth with VC funding in exchange for equity. 🚀 2️⃣ Private Equity Investment – Secure funding from firms targeting established businesses. 💼 3️⃣ Internal Sale – Sell to employees through options like an ESOP to preserve your company culture. 🤝 4️⃣ External Sale – Sell to an outside party and cash in on your hard work. 💰 5️⃣ Going Public (IPO) – Take your company to the public markets for capital and growth. 📈 Is your business ready for a liquidity event? Let’s make sure your financials, plans, and valuation are in order. https://lnkd.in/gR3c-Vyx #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning
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