At Aikapa, we're all about supporting small business owners and families to achieve their business and personal dreams through tailored financial plans and wealth management. You may be starting a new career or looking for ways to extract the most value from an existing business venture. Perhaps you have a particular lifestyle in mind and need guidance on how to achieve and then sustain it.
Whatever your situation or need may be, as a fiduciary we like to put ourselves in your shoes, always keeping your best interests first while bringing clarity to an often daunting financial landscape in a compassionate yet forthright manner. Our approach is unquestionably long-term. Together, we will build and then implement a financial plan carefully aligned with your vision and goals.
Whatever your situation or need may be, as a fiduciary we like to put ourselves in your shoes, always keeping your best interests first while bringing clarity to an often daunting financial landscape in a compassionate yet forthright manner. Our approach is unquestionably long-term. Together, we will build and then implement a financial plan carefully aligned with your vision and goals.
Services
We understand (from our own experience) just how busy your life can be juggling all the responsibilities of business and family. Business owners come to us because they need to save for the future (often tied to reducing their tax liability), while seeking guidance on how to grow, wind-down, sell, or exit their business.
Whatever your personal circumstances, your individualized financial plan will help you sort through and manage each opportunity or hurdle as they arise. Implement the financial planning recommendations. You can either implement and manage the "financial roadmap" yourself (with specific limited guidance) or we do it all for you.
Please note, these NaviPlan software tools are for illustrative purposes only. Given this limitation, you may still find the hypothetical assessments useful and a motivational starting point for a more comprehensive conversation with your Aikapa advisor. Please feel free to contact us if you have any questions regarding assessment results.
In some cases, new businesses were started and in others a new way of doing the same business was developed. How do we prepare for the loss of someone who plays a lead role in your family's financial life? This can be a partner, a spouse, a parent, or even yourself.
Aikapa's role during such a crisis focuses on ensuring that the family will have the available cash flow until the transfer of the estate is completed AND on providing the information that the Estate attorney and CPA require to transition the estate efficiently.Below, I've outlined how we can prepare for such a loss.
Aikapa's role during such a crisis focuses on ensuring that the family will have the available cash flow until the transfer of the estate is completed AND on providing the information that the Estate attorney and CPA require to transition the estate efficiently.Below, I've outlined how we can prepare for such a loss.
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