Michael Kenneth

Background

About Michael Kenneth

When we’re referred to an entrepreneur by their longstanding advisors, we hear two things. On one hand, planning is considered “done”. On the other hand, big issues remain on the table. Why the disconnect? Much of the industry treats exit planning as if the exit itself is the starting point. The true time horizon for developing a strategy is ten times wider. And, shortening the runway relinquishes a person’s choices. So why is the process stuck? We hear three common challenges: uncertainty, complexity and lack of collaboration. Uncertainty. If you keep doing what you’re doing, will you come out ok? Is the work you’ve done so far going to get you where you want or need to be? Complexity: As your business becomes more successful, life doesn’t get easier, it gets more complex. Isn’t there a simpler approach to decision-making? Collaboration: If you were to ask each of your key advisors to articulate your top five goals, and the timeline for achieving them, would you get the same answer? To overcome these challenges, decades ago we created a decision-making model called Know your story®. We eliminate uncertainty by helping you get to unshakable clarity about how you’d like your story to play out from here forward. You’ll arrive at pinpoint wisdom about your long-range objectives: that place of instinctual decision-making all great entrepreneurs know and trust. We mitigate complexity by showing you the simultaneous impact of any decision in three essential realms: numerical, operational and relational. We look at the upside and downside of any decision: not just best-case scenarios but risks as well. We define collaboration as the mutual sharing of information and insights between all your advisors. It begins behind the scenes, with your documented long-range objectives as the litmus test for recommendations. Then, together we come to you for decision-making. If you’d like to schedule an informal conversation, please feel free to email me at: mkenneth@wealthpoint.net Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. WealthPoint, LLC is not affiliated with The Leaders Group, Inc. The Leaders Group, Inc. does not offer tax advice and is not a Certified Public Accounting firm. WealthPoint is a member firm of PartnersFinancial. WealthPoint, LLC is independently owned and operated. WealthPoint, the WealthPoint logo and Know your story are all registered trademarks of WealthPoint, LLC. Life insurance services are provided through WealthPoint, LLC DBA WealthPoint Insurance Solutions, CA Insurance License #0N03255.