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Case Study:

Business Owner Outsources CFO Role, Gains Clarity and Confidence for Growth

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Financial Planning

Wealth & Risk Management

Tax Saving Strategies

Sarah, is a 32-year-old founder of a thriving sustainable fashion e-commerce store

Sarah is passionate about her business but struggled with the complexities of managing her company's and her own finances effectively. She wanted a dedicated professional to guide her financial future.

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The Challenges:

  • Tax Inefficiencies: Missed opportunities to minimize her company's and her own tax burdens.

  • Retirement Planning Neglect: Sarah's personal retirement strategy was non-existent as she focused on reinvesting profits.

  • Need for Financial Strategist: Sarah wanted a trusted advisor to be a sounding board for major financial decisions.

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The Solution

  • ProsperWise Advisors as Personal CFO: We stepped in to fill the role of Sarah's personal CFO

  • Proactive Tax Strategy: Developed comprehensive tax optimization plans to benefit both the business and Sarah personally.

  • Integrating Personal & Business Goals: Balanced Sarah's retirement planning with the company's growth ambitions.

  • Ongoing Strategic Support: Became the go-to expert for unbiased advice on key business decisions like expansion, hiring, and potential financing.

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The Result​

  • Tax optimization strategies significantly reduced liabilities, providing more funds for growth.

  • Sarah has a long-term retirement plan in place, providing security and peace of mind.

  • Strategic business decisions have led to increased profitability and greater financial confidence.

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"ProsperWise is more than just an advisor – they're my personal CFO. I can focus on building my dream business knowing my financial well-being is being looked after too." - Sarah P.

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Ready to elevate your business and simplify your financial life? Discover how ProsperWise Advisors can become your personal CFO. Schedule a consultation today.

What Does a ProsperWise Plan Look Like?

It's like a set of custom house plans... but for your finances

1

The Foundation

Start with the basics. Cashflow Management, Debt Management, and Short Term Savings to build a strong foundation that lasts a lifetime

2

The Walls

Next we design and place the walls. Insurance to protect your assets, medium and long-term investment portfolios for your unique goals and needs. 

3

The Roof

Finally, we add the roof that strategically aligns your personal and business finances, minimizes taxes, and protects your legacy for generations to come.

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