When upper echelon entrepreneurs make big decisions about running their companies, the process is part input, part instinct. They invite the right people to the table, articulate their desired result and empower the executive team to work together to chart a course.
Entrepreneurs instinctively run their businesses this way.
The Capital Chart Room LTD® helps business owners and their existing advisors run eight-to-eleven figure bodies of wealth with the same proven methodology.
Each of our clients, before they became our clients, had done planning, often implementing different strategies at different times with different advisors. They did the work in the past, yet in the present, they don't feel the relief. Questions remain.
In business, you have a clear vision, corresponding plans and strategic measuring sticks. Yet the personal planning for the care of your wealth hasn’t held the same sense of vision that invigorates you in your business.
Now it can.
Your longstanding, trusted advisors work in concert with new members as a fully functioning Family Planning Team™. Your planning propels the fulfillment of your purpose; of all those things you wish to steward for those who matter most.