You built a real business.
Now let's build the financial foundation to match.
Financial planning and business advisory for entrepreneurs who are figuring it out as they go and want someone in their corner who's actually been there.
Many business owners are great at their craft. The business side?
You didn't start your business because you wanted to study tax strategy, figure out your entity structure, or build a personal savings plan. You started it because you're good at what you do.
But at some point, revenue starts coming in and the financial stuff gets real. You're pulling money out of the business but not sure if you're doing it right. Your accountant files your taxes but nobody's actually planning anything. You don't have a retirement account. And your personal finances are basically whatever's left over after the business takes what it needs.
That's where we come in.
Who this is for.
This is for you if...
You own a business doing real revenue but feel like the financial side is still a mess
You have a CPA who files your taxes but nobody who actually plans ahead
You're not sure if your business is set up the right way — entity, payroll, cash flow
Your personal savings and retirement planning have been on the back burner
You want one person who understands both your business and your personal situation
This probably isn't for you if you're looking for a traditional wealth manager to handle a large investment portfolio. We do manage investments, but that's not the core of what we do — and we'll tell you upfront if we're not the right fit.
What we do.
Think of us as your personal CFO — for the business and for you.
We work with small business owners on both sides of the equation: the business financials and the personal financial plan. Not one or the other. Both, together, the way they should be.
That means helping you understand what's actually happening in your business, identifying the opportunities you're missing, and making sure your personal financial life is keeping up with what you're building.