Old-school wealth management firms largely fall short of addressing the needs of small business owners. They typically require a minimum amount of investible assets, offer generic planning advice, and schedule infrequent reviews. I launched Two Palms Financial to provide an experience to business owners based on greater customization, deeper planning work, year-round reviews and a flexible fee structure. Time and attention are finite resources. Business owners know this all too well. I help business owners focus their time and energy on what they are passionate about and excel at. With year-round cash flow & tax planning, saving & investing, retirement planning, debt management, insurance reviews, trust & estate planning, I help business owners develop a plan to grow their business with intention, create long-term wealth, minimize taxes over their lifetime, and protect their assets from unforeseen threats. I also believe Life Planning is an integral part of the planning process. Through my training with the Kinder Institute of Life Planning, I use the EVOKE (Exploration, Vision, Obstacles, Knowledge & Execution) experience to help my clients build a financial plan around their unique vision of a fulfilled life.