Working collaboratively to align the financial worlds of business, home and employees.
We help business owners enact retirement plans on a personal level and across the business. For companies that have an existing retirement plan, we review and benchmark the plan to ensure it best serves the business and participants.
Business and home share alignment on some financial goals and obligations, but not all. We help owners consider the whole financial picture and develop a comprehensive financial plan that manages personal and business wealth.
Organizational shifts, college tuition, and personal life events can cause employees stress. Nora Wealth works collaboratively with clients to design financial wellness programs, empowering employees to make educated financial decisions to achieve the best possible financial futures.
If one of your goals is to eventually turn your business value into assets to be used for other purposes, like retirement or long-term care, it is imperative to have solid strategies in place to protect or preserve its value.
We ensure that the right conversations take place to identify gaps and put action steps into place to address them. If needed, we help you to identify professionals in the various areas to implement your action plan. Areas of concern tend to include:
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