It is natural to assume that, as a former business owner, Dita chose to work with owners of closely-held businesses. And as a long-time advocate for women, she guides women in the midst of major life transitions. Most business owners understand, but often fail to explore the importance of three critical questions that should align both their business and personal goals. “What do I need to maintain my lifestyle after I exit the business?”“How do I find meaning after I leave?” “Are current business objectives in line with my exit goals?”A well-thought-out comprehensive wealth plan is an excellent place to start the conversation and provide answers for these fundamental questions. It can also reveal what else is needed to better align the business with the owner’s exit goals. Her wealth management process gives clients the opportunity to first identify, then quantify their goals as she works on their overall financial picture. Collaborating with other trusted advisors enables delivering broad-based advice and objective guidance for effective plan implementation and ongoing review. Dita Shemke’s wealth advisory practice is part of Stifel, a St. Louis, Missouri-based brokerage firm founded in 1890.CA Insurance Lic. #0C97257 LHV/*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.