Charlotte provides corporate senior managers, executives, and business owners with the advisor or “household CFO” she had when she was in their shoes. She helps busy professionals do the things that will enable them to fund their lifestyle now and build wealth for the future by providing holistic wealth management that integrates financial planning, tax and investment management. She has found that these clients also appreciate her ability to integrate equity compensation into their investing strategy and incorporate rental properties and side hustles in their financial planning. As a Certified Exit Planning Advisor, Charlotte also helps bus...

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