Success Beyond Today
The capacity for ethical leadership, particularly one’s ability to enact a fair, just, and transparent process to resolve moral conflicts or to allocate limited resources.
Success Beyond Today
Granite Financial Partners coordinates the financial affairs of business owners with specific expertise serving multigenerational family businesses to achieve their business, life and legacy objectives.
Our mission is to create customized wealth preservation strategies which unlock the full power of human, intellectual, social and financial capital through our comprehensive wealth planning process and ongoing coaching.
Granite Financial Partners coordinates the financial affairs of business owners with specific expertise serving multigenerational family businesses to achieve their business, life and legacy objectives.
Our mission is to create customized wealth preservation strategies which unlock the full power of human, intellectual, social and financial capital through our comprehensive wealth planning process and ongoing coaching.
As an independent advisory service firm and fiduciary, we are not affiliated with any banks, broker-dealers or insurance companies. This enables us to be agnostic & unbiased in our recommendations while working toward meeting the individual needs of each client. In addition, our holistic team approach is supported by our significant commitment to industry leading designations.
As an independent advisory services firm and fiduciary, we are not affiliated with any banks, broker-dealers or insurance companies. This enables us to be agnostic & unbiased in our recommendations while working toward meeting the individual needs of each client. In addition, our holistic team approach is supported by our significant commitment to industry-leading education.
Our commitment to stewardship and governance provides the foundation for our clients’ on-going peace of mind. We take this responsibility very seriously as demonstrated by our Global Financial Steward designation.
As fiduciaries, financial stewardship represents the care, planning, and management of our clients’ financial resources.
Our commitment to stewardship and governance provides the foundation for our clients’ on-going peace of mind. We take this responsibility very seriously as demonstrated by our Global Financial Steward designation.
As fiduciaries, financial stewardship represents the care, planning, and management of our clients’ financial resources.
You inherently know that strategy is the key to building a scalable business and getting the long term results. Unfortunately, there never seems to be enough time for strategic planning. You touch every part of your business each day and all too often your personal needs take a back seat to issues at hand, often cash flow, clients and employee issues.
Understanding how challenging the startup stage can be, we provide consulting and solutions to key questions including:
These are only a few questions that we can help you address.
As your business grows you need to play a different role. You need to understand your options and risks. You may be facing some challenging questions:
These are only a few questions that we can help you address.
A comprehensive business continuity plan is crucial to successful exit planning. Business continuity planning helps owners protect against the unexpected, while strengthening the foundation of their business and provides the answers to many key questions such as:
These are only a few questions that we can help you address.
~ Michael Gerber, author E-Myth
LEADERSHIP (Inner Circle)
is to inspire and engage others as demonstrated by your ability to be:
STEWARDSHIP (Center Ring)
is the passion and discipline to protect the long-term interests of others as demonstrated by your ability to be:
GOVERNANCE – Neurological Markers (Outer Ring)
is your ability to manage a procedurally prudent process, which requires that you demonstrate a process based on: