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Meet someone just like you...

Read about their planning experience to gain insight on what you could expect.

John & Debbie

  • 48/44, married, 2 kids
  • Own half of a $4 million plant-based medical supply company
  • Wants to grow the business, possibly pass it to his kids, and retire without worry

Contact us to learn more about how our financial planning process can help you.
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Their Planning Experience

Our Business Owner Planning Process is uniquely suited to work with business owners who must manage both their personal finances and their business. They are generally so busy working in their business, they rarely have time to step back and consider long-term planning that considers both their business and personal finances.

The process provides a business owner the ability to maximize their business value and their personal finances so they can live the life they’ve worked so hard to create for themselves.

Click the tiles below to learn more.

Step 1
Your Wishlist

Philosophy Meeting

Business owners must think about their personal and family needs, the needs of their employees and the needs of the business. There’s a lot to consider. Our initial meeting helps us understand what areas need the most attention while understanding what you are trying to accomplish on all fronts.

Step 2
Get Organized

Living Balance Sheet® Website

We give you access to a confidential personal financial website that can include major aspects of your business as well. You can see your entire financial picture in one place and your account values are updated daily. We then show you your strengths and weaknesses, so we can help identify opportunities for improvement.

Step 3
Business Insulation & Personal Protection

Protection Analysis Meeting

Because both personal and business finances rides on the shoulders of the business owner, it is imperative to ensure both would survive if something happens to the owner. Additionally, we review your liability exposures, asset ownership, entity structures and any other potential threats to help make sure we protect what you have worked so hard to create.

Step 4
Strategic Growth & Exit Plan

Business Strategic Growth Meeting

We help you think through how you are growing your organization so you can one day exit with maximum value and minimum risk. This means putting a plan in place today for where you want to be in 5, 10, 15 or more years in the future.

Step 5
Personal Finances Integration

Personal Plan Connection Meeting

We help you develop your personal financial habits and build a personal retirement plan. But more importantly, we build a bridge from your business to personal plan so they are working together to maximize your business exit and personal retirement plan so you can have a good life now and in retirement.

Step 6
Your Plan Becomes Reality

Ongoing Review Meeting Process

Business owner planning is complex and constantly changing. We want to be flexible to change with you but not give up the good habits we help our business owners create. So our plans update daily, use automated habits, and are reviewed with you several times a year, so they change as quickly as your life does.