Planning Around a Business, Not Just Inside It
For many of my clients, their business isn’t just their job—it’s their biggest financial asset, their creative outlet, and their primary source of stress and opportunity.
That’s why traditional financial planning often falls short.
Your Business Deserves Its Own Plan
Sure, you have business expenses and revenue. But real planning looks at how your life and your business are connected.
How do you pay yourself? How do personal goals influence business decisions? What would it look like to design the business around the life you want—not the other way around?
Too often, business owners build success into their work but burnout into their lives.
Three Key Areas to Plan For
1. Income Structure + Savings Flow
Are you paying yourself strategically? Are you building wealth outside of your business? We’ll design a system that moves money with purpose—so your business success actually shows up in your personal net worth.
2. Tax Planning Opportunities
As a business owner, you have more levers to pull. That’s a gift—if you know how to use them. I’ll help you coordinate with your CPA to make proactive decisions, not just react during tax season.
3. Exit Vision + Long-Term Options
Whether you want to sell someday, scale back, or never fully “retire,” we’ll talk about what financial independence looks like—and how your business can help get you there.
It’s Not Just About the Numbers
This is your life’s work. So we’ll plan around the human side too: stress, fulfillment, capacity, rest.
Sometimes the most important financial question isn’t “what’s the ROI?” It’s “does this support the life I actually want?”