Protect Your Future
Grow Your Business
Obsidian provides continuity, succession & transition planning
for business owners just like you.
Protect Your Future
Grow Your Business
Obsidian provides continuity, succession & transition planning for business owners
just like you.
Improved Work/Life Balance
Engaged Management Team
Peace of Mind
Financial Freedom
Lack of planning could cost you and your loved ones thousands or more.
- Is your business at risk if you had to take an unexpected leave of absence?
- What could happen if your business advisors aren’t on the same page?
- Could you still retire if your business valuation was significantly less than you anticipated?
Lack of planning could cost you and your loved ones thousands or more.
Is your business at risk if you had to take an unexpected leave of absence?
What could happen if your business advisors aren’t on the same page?
Could you still retire if your business valuation was significantly less than you anticipated?
The sooner you get started the better.
Here’s How it Works
Schedule a Conversation
Let’s have a conversation so we can learn about you and your business.
Enroll in the Lifestyle
Protector Program™
You’ll define your goals. We’ll diagnostically review all of your documentation. Together we’ll establish a strategy and prioritize the tactics.
Track & Monitor
Your Success
Together, we’ll closely monitor your progress, so you can stop feeling unprepared and get back to growing your business.
I can’t stress enough how important it is to get involved in the planning process with professionals like Obsidian as early as possible. The gentle prompting and experienced guidance made me more comfortable that my goals were achievable and uncovered more suitable ways of addressing some of my concerns…
Karen
Business Owner
It felt like I never had time to dedicate to planning for the future, leaving me feeling overwhelmed. After I began working with Obsidian, I was able to relax because with each step, I felt like I was making tangible progress. I’ve reached some of my goals, revised some and added new ones. I have a better quality of life and feel more prepared for the ups and downs of being an entrepreneur.
Michael C.
Founder and CEO
What’s reviewed in the LIFESTYLE PROTECTOR PROGRAM™?
Every business owner’s goals are different. You deserve a plan as unique as you are.
Document Goals
Net Worth Analysis
Cash Flow Analysis
Document Review
Risk Management
Tax Strategy
Owner Transition Planning
Retirement Planning
We believe you should be able to have peace of mind and enjoy life to its fullest.
About Us
35+ years of helping business owners protect the lifestyle they deserve.
We know what it’s like to have to work in your business instead of on your business. You’ve likely wondered if there’s a simple way to put people and processes in place to free up your time to get back to doing what you love. At Obsidian Planning Solutions, we get it...
With over 35 years of financial and business consulting experience, Founder and CEO, Patrick Carroll has experienced the various pain points business owners feel every day, and was committed to finding a comprehensive solution. His dedication to helping owners grow and protect their business was what lead him to create the The Lifestyle Protector Program™. Understanding the value of having continuity, succession and transition plans in place, Patrick developed a simple, step-by-step approach to planning that could be easily incorporated into the hectic schedule of business owners.
If you’d like to read more about our team, click here.
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CONTACT US
Do you feel fearful or uncertain when making financial decisions and aren't sure why?
You too can master your emotions when it comes to making financial decisions.
Download Chapter One for free and get started today!
Address: 2099 Gaither Road Suite 110 Rockville, MD 20850 | Phone: 301-990-4395 | Email: info@obsidianplanning.com
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