A business owner needs to automate her business so she can focus on her personal, business, and financial needs. Gillian's Story
Gillian is a business owner at a mid-level construction firm that required more automation in its day-to-day functioning so that she could focus her efforts on her passion for setting up a real estate and development firm.
Pain Points
NEED OF THE HOUR
Fragmented advice from her current accountant and a lack of the right mortgage planners meant that Gillian’s primary pain point arose from not being able to automate the functioning of her business. Additionally, the lack of important financial documents like a Will or Power of Attorney was contributing to Gillian’s overall troubles.
Goals and Objectives
ADDRESSING THE CHALLENGES
- Build a company that’s automated and self-sufficient
- Pursue real estate and development as the new business venture
- Procure lending facilities
- Ensure smooth transfer of wealth to loved ones
How TAG
Helped
OUR SOLUTION
The Advisor Guide worked in close collaboration with Gillian to figure out ways to reduce her taxable situations. With a focus on long-term stability and a priority on her family’s needs, we advised her on the right financial plan that considered her existing holdings, proper documentation for her estate plan in the form of Wills and Power of Attorney, and wealth-building for her family. All while allowing her to maintain her current lifestyle needs.
Outcome
PLAN FOR THE FUTURE
The Advisor Guide took into account Gillian’s pain points and objectives to chart a course of action for her to realize goals. By setting up a corporation primarily focusing on real estate development and by teaming up with the right knowledge experts, Gillian was able to prioritize her business, financial, and family needs.