Business
So you quit your “job” to start your new business. Maybe your business just needs a little planning to grow. You have the experience, you have the skill, but where is your business going? How will you finance your business?
If your business is growing, are you going to make it to Shark Tank? Or do you need to talk to a local experience financial adviser, Need a conversation?
Patti specializes in banking, commercial lending, management, and personal trust services consulting. Over the years, families, individuals, and businesses with complex financial situations have worked with Patti to find answers to their most complex planning and banking needs. When you know it's time to talk with someone, or you just aren't clear—call Patti. Sometimes one conversation can be the start down a useful path to see your business flourish.
Personal
Individual financial discussions and strategies are sometimes a necessity for folks who have complex financial needs. As a wealth strategist for the last decade she has a checklist of 13 issues that most individuals and families need to review to make sure they have their basis covered. Patti offers an initial conversation at no cost and looks forward to the conversation.
