Tommy Tutone* is a born entrepreneur. When we first met with him, he was the head of a small business in Roswell, GA that engaged in consulting work for businesses. Like a lot of entrepreneurs, he did not have a lot of money saved because, up to then, most of the profits had been reinvested in the business. Given that his family was paying over $250,000 per year in taxes - and because he wanted to retire early - Tommy knew he had to plan for the future.
What We Did
We spent a lot of time with Tommy and his wife (Jenny) discussing where they were in their financial life and what they wanted the future to look like. That conversation was important, because it helped them clarify their vision and really think about their priorities. When we were done, they had a comprehensive plan with clear action steps and time lines to get them where they wanted to go.
Contact us if you would like to learn more.
* The names Tommy and Jenny come from the Tommy Tutone's band and its famous song "867-5309". The names may be fictional, but the client is real.