Roberta Grimes is an attorney and Certified Financial Planner™ practitioner who assists the owners of closely-held businesses at every stage of business ownership.
She offers thoughtful ways to solve the unique challenges facing your business, so you can go back to doing what you do best: working, while knowing that the T’s are crossed so you are on a path toward real success.
Roberta Grimes does not sell products, which makes her nearly unique among CFP’s. She doesn’t do litigation either, which makes her an unusual attorney. Instead, she has spent her whole career striving to master all the various aspects of small-business ownership, so she can be your one-stop resource: whatever your question might be, it is her job to answer it.
Roberta is licensed to practice law in Massachusetts, Florida and Texas. Since much of what she does is give business advice, she works with businesses in other states as well; for many business owners, her main role is to be their dependable expert friend. Do you wish that there were someone who could see your business issues through your eyes and help you find the best set of solutions?
