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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.

 
1

Get Organized.

During our first meeting together, we will take inventory of your entire financial life. That way we can assess your total financial standing – both business and personal.
2

Gain Understanding.

It’s not enough to just be told by a financial professional, “I can do this for you.” We believe you should fully understand all the opportunities available to you. That’s why our second call includes tangible insights and explanations for what we recommend, how we work, and what we offer.
3

Be Strategic.

Just like your business succeeds because of a well-conceived strategy, so can your personal finances. We provide you with a complete financial analysis and plan so you know exactly how to take a strategic approach with your business and personal finances.
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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.

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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.

Achieve
Everything You Want Financially.

Get Financial Guidance!