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Are You Prepared? Financial Access Checklist for Spouses
Share this checklist with your spouse to assure you each have access to manage important financial tasks independently.
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Guide
What is a Comprehensive Risk Assessment?
To start managing your business's risk, you will need to conduct a comprehensive risk assessment.
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Top 3 Financial KPIs Every Business Owner Should Track
Key Performance Indicators (KPIs) can help illustrate your business’s financial health and show whether your business will turn a profit.
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7 Factors to Consider Before Selling Your Business
We give you exclusive insights on the business sale transaction process to help you answer seven important questions.
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Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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5 Benefits of Using Gallup's CliftonStrengths in Your Company
Gallup’s CliftonStrengths assessment can help you identify the strengths of the people working in your teams.
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Guide
Introducing Data Analytics into Your Business
Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.
Business Insights
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17 Tech Tips & Tricks
We’ve listed 17 shortcuts and hacks that will help you use tech to your advantage and make your daily life a little easier.
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- Woo, Activator, Communication, Belief, Responsibility
Jim Boulay, CPA/PFS, CFP®, CAP®
Investment Advisor, Managing Member
Areas of Focus
- Comprehensive Financial Planning
- Business Owners & Families in Transition
- Family Office Services
Affiliations & Credentials
- American Institute of Certified Public Accountants, Member
- Financial Planning Association, Member
- Omaha Estate Planning Council, Member
- Certified Public Accountant
- Personal Financial Specialist
- CERTIFIED FINANCIAL PLANNER™
- Chartered Advisor in Philanthropy®
Community Service
- Catholic Charities, Board Member
- St. Margaret Mary, Trustee
- Crohn's & Colitis Foundation, Board Member
Educational Background
- BSBA in Accounting, University of St. Thomas, St. Paul, MN
Thought Leadership
Tech
4 Ways Mobile Apps are Changing Personal Finances
Investment Advisory
Socially Responsible and Environmentally...
An increasing number of investors are looking for ways to align investment decisions with their own ...
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