I have been working with small businesses throughout my career. I founded a non-profit to assist people with the start-up and launch of new businesses and ran that business myself for several years. I learned then, in a hands-on way, the myriad challenges small business owners face, and especially how overwhelming it can be to effectively manage every aspect of one’s business. In the small business world, I believe it is an unrealistic expectation that a single owner or even a small group of owners be experts in everything. Small businesses need advisors to succeed. And they need those advisors to be accessible. I have built my practice to be that accessible, go-to advisor for small businesses. I have developed a service model to allow small business owners to spend more time running their businesses and less time making sure it is legally compliant, while also having access to a small business attorney for consultations as needed.
While I was running a business, I started a family. I realized immediately something I had never considered before: just caring for and nurturing a successful and happy family is an enormous enough challenge in and of itself, without everything else that life entails. If the challenges of entrepreneurship and running a small business are also part of the equation, as has become increasingly common for many families, then the challenges, again, are often too much for a family unit to successfully manage. I believe it is unrealistic to expect any family to know how to address every challenge they will face. Families need advisors too. I got into estate planning to help families just like mine to effectively plan for both success and adversity and to protect what they care about most. Families who work with me on a plan have the option of not only getting a document for their family, but a go-to counselor whenever issues arise that impact their families.