No pitch deck. No obligation. Just a 30-minute conversation about where you are, what gaps might exist, and whether it makes sense to keep talking.
Where you are right now — the business, your personal finances, your timeline. What gaps, if any, are worth addressing. Whether it makes sense to keep talking. If it does, I'll tell you. If it doesn't, I'll tell you that too.
Business owners doing $1M–$20M in revenue with 10–100 employees. Based in Charleston or anywhere in the Southeast. If that's not you, I'm happy to point you in the right direction.
Charleston, SC
Meetings in-person or via video.
No commitment. The first conversation is about figuring out if there's a fit — not signing anything. Most people I talk to know within 20 minutes whether this makes sense.
I'll reply within one business day.
The 401(k) tax credit guide will give you a sense of how I think and whether this is the right fit — no conversation required. Free PDF. Five minutes.
Get the Free 401(k) Guide