As their companies grew, they quickly realized how complex their financial situation had become. Managing the concerns of their businesses and their personal finances was taking up more time than they had planned. When their business accountant introduced them to Frank Danielson, they welcomed the opportunity to sit down with a professional financial planner who could simplify and coordinate their overall financial affairs.

Frank and his team designed a personal wealth plan for Tom and Nancy based on their unique personal goals, values, and desire to simplify and better optimize their overall financial plan.

Both Tom and Nancy utilize the Personal CFO Program. Within two years of meeting Frank, the couple had paid off more than $155,000 of personal debt, and restructured their mortgage to make it tax deductible. These two strategies improved their monthly cash flow by almost $6,600, giving them the additional resources to accomplish 3 other goals, such as purchasing a recreational property, establishing a trust fund for their two sons, and retire 3 years early. Corporate portfolios were also restructured to maximize after tax returns.

Frank meets with Tom and Nancy regularly throughout the year. By establishing a strong partnership, Frank and his team make sure their financial needs are proactively managed. This allows them to focus on what's most important: building their businesses, spending time with family, and leading a rich and rewarding life.