Plenty of income, whether you keep working, stop working, or take a break.
That’s not a financial goal, it’s THE financial goal, right?
I call that lasting financial freedom (LFF for short). But to get there, you need to figure out…
- When and how to take some my chips off the table
- How much you need to sell your business for in order to create LFF
- How to invest long-term while surviving short-term bumps
- Whether you should focus more on growing cash flow or on equity value
- How to spend more time with family without torpedoing your lifestyle
On top of that, you might wonder how to pay for college, whether that new house makes sense, if your estate plan is outdated, or if you still need that insurance policy you bought ages ago.
How to create context
so you make better decisions
Great decisions require context. To create context, you need a plan.
You might have a plan for your business, but you also need a plan for your money.
Why? Because money without a map gets lost.
So how do you create that plan?
- Step 1 is to clarify your vision. What exactly does LFF look like for you and your family?
- Step 2 is to figure out exactly what that vision will cost. That’s your number.
- Step 3 is to create a plan that gets you there on time while protecting against what can go wrong.
It’s simple, but not easy. You just need to decide that lasting financial freedom is a must for you and your family.
Hi, I’m Bill.
I can help you figure this stuff out.
I know what makes successful entrepreneurs tick because I work with them every day.
I’m a fellow entrepreneur (Founder/CEO of Hammer Wealth Group) who has built a business around helping serious entrepreneurs turn business success into lasting financial freedom.
As a Certified Financial Planner™, I can help you not only manage your investments, but I can also help you make sense of your bigger financial picture–taxes, insurance, estate planning, charitable giving, etc.
And I’ll work with your team (accountant, attorney, insurance agent) so all the parts work together as your financial freedom engine.
I’ve also written a book on financial planning (The 7 Secrets of Extraordinary Investors), and I’ve been quoted in media like The Wall Street Journal, CNBC, Financial Advisor Magazine, and Kiplinger.
The clients I love to work with
They run all kinds of companies—real estate, professional services, healthcare, staffing, consulting, software, franchising, and construction, just to name a few.
Their businesses do between $5 million and $50 million per year, though some are in the “billionaire-in-training” program.
They all have one thing in common—their plates are always full. The stakes keep getting higher, the puzzle pieces keep multiplying, and free time keeps shrinking.
That’s a recipe for bigger, more expensive mistakes. They know they can’t do it all, so they hire me to help.