When a business owner is looking to sell their business, Christine's main area of focus is on the business owner's personal finances. As a CFP® and CEPA®, she is able to review, organize, and optimize the business owner’s cashflows and investments in one succinct report i.e. a financial plan. Within the financial plan, she also makes sure that the business owner’s dreams, aspirations, and goals are all included and that the plan maps out a clear and concise way of obtaining each one either pre-sale and/or post-sale.  

Christine works in tandem with all other business partners whether that is a financial advisor, attorney, accountant, business broker, family member, or anyone else that is important in the business owner's life. She wants to make sure she is always giving consistent and well-thought out advice.