Grow Your Business Income, Know You’re Doing Enough with Your Personal Finances
Hire a Financial Advisor for Entrepreneurs
As a CERTIFIED FINANCIAL PLANNER™, we work with entrepreneurs and business leaders to take a proactive approach to their financial management and long-term success.
Grow Your Business Income, Know You’re Doing Enough with Your Personal Finances
Hire a Financial Advisor for Entrepreneurs
As a CERTIFIED FINANCIAL PLANNER™, we work with entrepreneurs and business leaders to take a proactive approach to their financial management and long-term success.
Gain a Clear
Financial Vision
Build Confidence
Around Money
Achieve What
You Want
You’ve Worked Too Hard
to Fall Short Financially
As a strong entrepreneur and business leader, you’re no stranger to hard work. In fact, you thrive on it – we’re built for it! Yet, somewhere along the way, your own financial self-care has been neglected.
- Business revenue may be strong, but your personal bank account isn’t.
- Business operations are managed and organized, but your personal finances are a mess.
- Business protections are in place, but your financial future is left to chance.
- Business growth is planned for and executed upon, but your personal financial growth has been an afterthought.
Lasting financial success and security is possible.
Don’t settle for less. You deserve more.
You’ve Worked Too Hard
to Fall Short Financially
As a strong entrepreneur and business leader, you’re no stranger to hard work. In fact, you thrive on it – were built for it! Yet, somewhere along the way, your own financial self-care has been neglected.
- Business revenue may be strong, but your personal bank account isn’t.
- Business operations are managed and organized, but your personal finances are a mess.
- Business protections are in place, but your financial future is left to chance.
- Business growth is planned for and executed upon, but your personal financial growth has been an afterthought.
Lasting financial success and security is possible.
Don’t settle for less. You deserve more.
Know Exactly What Your
Business Income Can Do for You
With a Financial Plan and Guidance Along the Way
Let’s face it. The problem is you have limited time to focus on your personal finances, but you know it’s not something you should ignore. No one is going to prepare and protect your financial future if you don’t, which is where we step in and take the lead with you.
Stop Worrying About Money
Stop Worrying About Money
Imagine what life would be like when there is always enough money to accomplish what you want. It’s possible.
Regain Control of Your Financial Life
Regain Control of Your Financial Life
With a solid financial plan, ongoing support, and accountability to your success, your financial life can flourish the way you always imagined it would.
Let Your Business Help You Prosper
Let Your Business Help You Prosper
Experience true and lasting financial success when you allow your business profits to become personal prosperity.
We understand where you want to be financially.
Let us help you reach the best financial version of yourself.
- 30 years in the financial industry
- 20 years teaching on the topics of money psychology, personal finance, investing, and retirement planning for women entrepreneurs.
- Highly selective with who we accept as clients in order to preserve specialized and personalized services for our entrepreneurs..
- Proactive focus on both the accumulation and distribution phases of your financial journey so you can make smart decisions with your money now and for your future.
- Attention to a spending plan versus a budget so you can live freely.
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Our Services Are Designed for the Entrepreneur and Business Leader to
Excel Financially
Financial Coaching
Business Benefits Packages
Risk Assessment and Management
Financial Planning
Retirement Planning
Estate Planning
Asset Management and Investing
Business Planning
Income Enhancement
What You Can Expect by Working with Fleming & Associates
Hiring a financial advisor is a big decision. You want to work with someone who is experienced and credible but also easy to work with and understands your financial concerns. That’s why the process to get started is so straightforward and transparent.
Get Organized.
Gain Understanding.
Be Strategic.
Getting on the right track with your personal and business finances starts with a decision to take action
Download the 3 Habits of Highly Successful Business Owners and start today.
The first step to achieve true financial success is getting organized. By discovering the best habits that really work for successful and wealthy people, you will be halfway there. In 3 Habits of Highly Successful Business Owners, you will learn:
- How much they save on their Income and why.
- An Effective Risk Management Checklist.
- Who helps them to accomplish their most desired financial goals.
- How to get on the right track with your personal and business finances.