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Financial Planning

Our tailored financial planning services ensure your wealth grows in alignment with your personal and business goals, helping you navigate challenges and seize opportunities for a secure future.

Make Your Wealth Work for You

While a thriving business generates positive cash flow, what happens next? Once you’ve achieved business success, it’s time to ensure your wealth works for you.

Our financial planning services help you manage your money wisely, ensuring your wealth grows in line with your personal and business goals. With our tailored strategies and insights, we help you navigate challenges and seize opportunities, ensuring long-term success and financial security.

Ready for simple, integrated financial and business guidance?

At Sledge Advisory, we know you want clarity, guidance, and assurance when it comes to your business financial and path to profitability.

The problem is that there is an overabundance of information available to business owners. How do you know what is important, and how do you integrate the best financial insights into every area of your business? It can be confusing, even overwhelming.
We offer a unique 5-part framework, starting with solid bookkeeping as the foundation. From there, we guide you through tax advisory, risk management, investments, and exit strategy planning
Services

Accurate Bookkeeping

Strategic Tax Advisory

Risk Management

Financial Planning

Exit Planning

Tools

Resources for business owners

Insights for Business Owners

Contact Information

(540) 421-7824

jsledge@sledgeadvisory.com

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Ready for simple, integrated financial and business guidance?

At Sledge Advisory, we know you want clarity, guidance, and assurance when it comes to your business financials and path to profitability.

The problem is that there is an overabundance of information available to business owners. How do you know what is important, and how do you integrate the best financial insights into every area of your business? It can be confusing, even overwhelming.

We've been there - taking a business from scratch to over 7 figures, facing the same challenges you're experiencing now. We know how it feels to be overwhelmed by information, struggling to integrate financial data into your day-to-day operations.

Our mission is simple: to bring clarity to your financial life and help you transition from being the “doer” to working strategically on your business. We believe that no business owner should feel stressed about not understanding their KPIs or how they affect operations, sales, and marketing.

We offer a unique 5-part framework, starting with solid bookkeeping as the foundation. From there, we guide you through tax advisory, risk management, investments, and exit strategy planning. Our integrated approach ensures that every aspect of your financial life is working harmoniously towards your goals.

Here’s how we do it:

  1. Schedule a consultation.
  2. Together, we sit down and customize a plan for your business and life journey. Then, we execute.
  3. Enjoy what peace of mind actually feels like.

And, in the meantime, download 5 KPIs Every Business Owner Should Know (but often doesn’t). So you can stop feeling like a hostage to your stress and start enjoying the business journey you’re on.

Schedule A Conversation