Welcome
Welcome to Carey Consultant Firm Empowering Your Vision!
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What we do
Business Consulting
Services
01.
Peace of Mind Estate Planning
The Peace of Mind Estate Planning service ensures individuals and families can plan their futures confidently and securely. By creating legally binding wills and trusts, the firm helps clients protect their assets, minimize potential tax burdens, and provide for their loved ones. This service offers personalized guidance, addressing each client’s unique circumstances to ensure their wishes are carried out effectively.
02.
Starting Nonprofits
The firm provides expert guidance in establishing nonprofit organizations. This includes assistance with drafting articles of incorporation, bylaws, and other foundational documents, as well as securing tax-exempt 501(c)(3) status from the IRS. Clients receive strategic advice on building governance structures, defining their mission, and implementing operational strategies that align with their organizational goals.
03.
Starting For-Profit Businesses
Entrepreneurs looking to start for-profit businesses can rely on the firm for comprehensive support. From selecting the most suitable legal structure (e.g., LLC, corporation) to filing the necessary state and federal documents, the firm ensures that businesses are set up correctly. Additional services include crafting business plans, developing branding strategies, and providing operational insights to help clients achieve long-term success.
04.
Strategic Nonprofit Management Courses for Boards
The firm offers in-depth courses for nonprofit boards, focusing on three key areas to drive mission success.
1. The Programs: Training boards to oversee and ensure the effectiveness of programs aligned with the mission.
2. The Board: Helping members fulfill their fiduciary responsibilities and ensure strong governance.
3. The Money: Teaching boards how to secure and manage funding effectively to support their mission and organizational goals.
05.
Legal Services
Power of Attorney, Medical Directives, and Contracts The firm’s legal services are designed to protect clients’ interests and provide peace of mind. Power of Attorney documents authorize trusted individuals to manage financial or legal matters on behalf of the client. Medical Directives outline healthcare preferences in case of incapacitation. Additionally, the firm assists with drafting and reviewing contracts to safeguard clients’ personal or business interests.
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Testimonials
SUCCESS IN NUMBERS
