Professionals

As a professional, you have spent the majority of your career focusing on solving problems for people in many different fields, many different aspects, coordinating with other professionals to confirm your thoughts and ideas in order to solve problems for people.

Your commitment to helping people resolve their problems can at times get in the way of your commitment to focusing on your situation.  One of the unique features associated with being a professional is that usually the value of your vocation lies in your specific abilities, clients and ability to work.  Usually, equity value being built up in a practice is a difficult thing to come by, and even harder to sell for the price you think it is worth when you get to the point that you want to move on.  Your cash flow year to year is very high and the challenge is always how to build up the base of your outside assets vis-à-vis your practice.  And, the level of your expenditures for staff, office space, and lifestyle often are in direct competition with the need to accumulate assets beyond your practice.  You are not alone in the challenges you face, and we have had the opportunity to assist and lead many professionals in designing a plan to achieve their uniquely competing goals.

Similar to what you do for your clients, we are professionals too; we seek feedback and information to confirm your decision making process on your own personal affairs.  Kanaly can serve as a sounding board, a second opinion if you will on the necessary decisions and actions that free you up to continue to do what you do well for your clients – and thereby give you perspective on what you should be doing for yourself over your lifetime. 

The wealth management process is a place where you can confirm your thinking, getting additional knowledge so that you can make better decisions for yourself and your family. 

Here are some of the specific areas we will focus on for you as a professional:

• Liability and asset protection
• Budgeting
• Retirement planning
• Liquidating a practice
• Educational funding
• Buy/sell agreements
• Insurance advising

If these are things you are thinking about or concerns that you have, let’s talk.