Dear Willow Creek Clients, Colleagues, and Friends, When we shared with you all in January that my role at Willow Creek would be changing, many people assumed that I was, in essence, announcing my retirement. Many of you have wondered what on earth I’m doing with my time and are surprised to find me in […]
Read More… from Message from Willow Creek Chairman of the Board Bruce Dzieza
Willow Creek President and CEO Tim Admire discusses his new role, how he’s preparing the firm for the next 40 years, and how we are approaching the post-COVID era with Chairman of the Board Bruce Dzieza. Read the Chairman’s Message to find out what Bruce is up to these days. […]
Read More… from Video: Tim Admire and Bruce Dzieza in Conversation
A crisis doesn’t always have negative connotations. It comes from the Greek word krisis, which means “decisive moment.” We are all painfully aware of the dark sides of the COVID-19 pandemic, but there have been positives for many of us too. The disruptive nature of the experience has caused us to reflect and reevaluate what […]
According to American College of Financial Services, 60% of business owners don’t consult a financial advisor. Yet the Small Business Administration documented that only 50% of small businesses are still around after five years. Here are some of the ways a professional financial planner can help you beat the odds. Creating and Coordinating Business and […]
Read More… from 7 Ways a Financial Planner Can Improve Your Business
The CARES Act The following is a summary of major provisions of the Coronavirus Aid, Relief, and Economic Security “CARES” Act. The Act is a complex piece of legislation and it covers many areas; our focus will be on how it impacts individuals. We would welcome speaking to you about it and if it might […]
Read More… from Market Commentary: Spring 2020 – The CARES Act
As of this writing, it is evident that banks and the SBA have been overwhelmed by the number of applications and the need for clarity on the CARES act emergency loan programs. While we cannot speak on how difficult the process may be, below is a summary of the programs that have been made available. […]
Don’t die before you pass your business’ torch. Here is how to plan the handoff. As baby boomers enter retirement years in droves, the question of who will succeed them in their businesses is an ongoing issue. While some can’t wait to leave their careers to start doing all those things they have been postponing […]
Read More… from Business Succession Planning: How to Pass the Torch
It’s surprising that people in the business of planning and running an enterprise are often their own worst enemies when it comes to planning for themselves. According to a survey by the American College of Financial Services, about a third of small-business owners do not have a personal or business-sponsored retirement plan, such as a […]
Read More… from Where Business Owners Go Wrong on Retirement Planning
When making any major decision, it is important to know when to seek professional advice. With financial decisions in particular, an expert can be critical given the number of options available today. Here are a series of scenarios when it may make sense to get help. You own a business Among the biggest mistakes business […]
Read More… from When it’s Time to get Serious About Getting Financial Help
707-829-1146 (Sebastopol)
415-925-1388 (Marin)
800-696-8096 (Toll Free)
info@willowcreekwealth.com
Sebastopol [8-5 M-Th, 8-4 F]
825 Gravenstein Hwy N., Suite #5
Sebastopol, CA 95472
© 2023 Willow Creek Wealth Management • All Rights Reserved • Website Terms of Use and Privacy