Cash flow is everything: without it, you have nothing. Josh’s greatest skill is being able to work with folks and help them to identify what can impair that cash flow while they are working and when they decide to have their money work for them.
His clients are all faced with numerous potential threats each and every day such as: taxes, market risk, poor liquidity, lawsuits, decline in health, improper savings etc. Mitigating the consequences of these threats on a constant basis is ultimately what leads to financial success and not the other way around. Money and cash flow are not the same thing - yet a lot of conventional wisdom would have you believe otherwise.
Josh effectively builds a family office structure for all clients regardless of their net worth. This leads to better coordination and decision-making with his clients and other advisors involved in their lives. This is critically important for business owners as they will ultimately transition business wealth into personal wealth.
When he’s not working, Josh would rather be outside enjoying the great outdoors with his family: his wife Nicole and two children, Ellie and Juddy and their two dogs, Peso and Bear. You will probably find him on the golf course when he’s not with his family.
Josh’s Senior Team Member is Casey Martin Whitlock. She can be reached via phone at 404-260-1678 or email firstname.lastname@example.org.