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As a business owner, you want to work with advisors who understand you and your business direction. Each advisor at Woolman Financial Group is an independent business owner. We understand small business.
When we meet with business owners, we use our Business Economic Model which simultaneously shows personal assets and business assets. This unique tool assists us in evaluating financial decisions that impact both the personal and business sides of life.
As macro-managers, we help you coordinate and integrate the work of your various micro-managers (accountant, banker, attorney, stockbroker, insurance agent, real estate agent, etc.). We look at the complete picture, evaluating your existing products and services, looking for ways to increase efficiency and create synergy between products. We keep you in control.
Our goal is to help you build additional personal wealth without ideally any additional out-of-pocket outlay or additional risk.
Our starting point is to understand your values. Then we help align your financial decisions with your values. We work in ways to give you more time and freedom to run your business and create the lifestyle you desire.