William Bissett Email & Phone Number

Charlotte, Nc, Us

The Charlotte Angel Connection is a podcast series with individuals who are building, shaping, and influencing entrepreneurship in the Charlotte region so listeners can stay informed on Charlotte's start up growth.

As a CERTIFIED FINANCIAL PLANNER (TM), I work with families and small business owners to define and achieve their business and personal financial goals (i.e., wealth management). I do it commission-free to provide knowledge, advice, and recommendations so you get an unfiltered view. Small business owners have a difficult task as they manage the business and the personal issues separately. This leads to the most urgent issue being tackled while the rest are dragged behind. Couples oftentimes accumulate products through life without having a concrete plan for their goals. The financial planning process guides small business owners and couples to identify goals and determine the risks and opportunities. The process allows us to identify what is important and the most appropriate solutions. It's no more complex than that - the complexity involves the obstacles and solutions along the way. My goal is to help you navigate those obstacles. This could involve insurance planning, investment management, estate planning, charitable giving, cash flow management, tax minimization strategies, executive compensation and more. For small business owners, it may be working with the 401k providers to find optimum solutions to retain and attract talent or leverage your ability to save. It could involve working with you on the buy-sell agreement, corporate benefit programs, or capital raise for expansion.

Founder of Principled Heart - which is a simple and secure online software used to organize personal and financial information. Over the course of 2013, I worked to enhance a spreadsheet that I had developed and hired a development team to convert it into a more useful software. The experience that I have gained and continue to gain from working with financial planning clients has provided a useful perspective in what is necessary. Working with a design team to implement take an idea from a piece of paper to an awesome website has been one of the biggest challenges and rewards of the process.

As CERTIFIED FINANCIAL PLANNER (TM) , I work with clients to help them define and achieve balance through their financial and personal life - oftentimes called wealth management. As a result, the financial planning process becomes a way to identify goals and determine the risks and opportunities that are part of the process to achieving your goals. Those discussions determine the most appropriate strategies to assist us in developing your financial plan. This could involve insurance planning, investment management, estate planning and preservation, charitable planning and giving, cash flow management, long-term tax minimization strategies, executive compensation and many more. executive level compensation and how it impacts all of the above.

Denver, Colorado, Us

To foster chapter leadership, CLAC strengthens relationships within the FPA community through mentoring, connecting and sharing. CLAC liaisons connect chapters to FPA staff and resources through ongoing conversations. These conversations are focused on mentoring and training to help develop leaders and facilitate effective chapter management.

Reisterstown, Md, Us

Worked with the President and President-Elect to lead the Board of Directors through the 2012 calendar year.

Reisterstown, Md, Us

The Financial Planning Association of Maryland is the premier community that develops and supports financial planning professionals and elevates the financial planning profession in Maryland. As a 2009 Board Member, 2010 President-Elect, and 2011 President, I have worked to help the chapter pursue this vision. In these various roles, I have lead a team to recruit 4 outstanding board members over the last 12 months that bring a broad range of experience and passion to the chapter, worked with the Executive Team to develop a balanced budget, and presented our strategic 2011 goals to chapter volunteers.

I worked with all four Partners of the firm writing comprehensive financial plans for new and existing clients. This role helped me to build an excellent base of knowledge on income taxes, estate planning, education and retirement planning. I was able to work directly with our Director of Financial Planning, Michael Kitces, to improve our financial planning process. Over the course of two years, I wrote over 100 comprehensive financial plans and helped families evaluate retirement, estate goals, and insurance needs.

New York, Ny, Us

New York, Ny, Us

Built a team of professionals, consisting of the Georgetown United Way, the local unemployment office, and the United Steelworkers of America local union, to assist Georgetown Steel mill employees’ transition when the local Mill was shut-down by advising them on insurance, debt management, and 401(k) decisions.

B.A., Economics

Education record

Education record