Real Estate Business Advisors

We’ve Lived Real Estate. We Take an Owner’s Perspective.


The better we understand YOU, the better we can serve YOU.

To help us understand who you are and what you want to accomplish – personally, professionally and financially, we schedule an initial no-cost meeting after reviewing your prior financial and tax history.  Also before the meeting, we request that you complete our Goals Questionnaire.  Here are some sample questions:

Business Questions:

• Why did your start your own business?

• Has it worked out the way you thought it would?

• What plans do you have to achieve your goals?

Personal Questions:

• What personal objectives do you want to accomplish before retiring (college funding, payoff home, second home, awesome vacation, etc.)?

• When do you want to retire?

• What would achieving your goals mean to you?

We would be delighted to help you along the journey!