Who I serve
Business owners: integrate both sides.
Your business and personal finances move together. Plan them that way.
Schedule a meetingWhat usually matters most
Pick the right retirement plan structure — SEP, SIMPLE, Solo 401(k), or defined benefit.
Model owner compensation against tax strategy and funding goals.
Coordinate your business CPA and personal advisor so nothing falls through.
Plan for succession — whether that’s an exit, a family transition, or staying put.
Protect your household from business-related risk with the right insurance structure.
How I help
Services that fit this stage
Business Financial Planning
Financial planning integrated with business cash flow and ownership.
Learn more →Succession Planning
Ownership-transition planning for closely held businesses.
Learn more →Tax Planning Coordination
Coordination with tax professionals on tax-aware investment and withdrawal strategies.
Learn more →Retirement Planning
Income strategies, withdrawal planning, and tax-efficient retirement distributions.
Learn more →Estate Planning Coordination
Collaboration with attorneys on trust design, beneficiary reviews, and legacy strategies.
Learn more →Common questions
- I pay myself last. Is that a problem?
- It can be. If the business is worth something, it deserves your attention — but so does your retirement. We build a plan that funds both deliberately instead of hoping leftovers show up.
- What does working with you actually look like?
- Most clients meet with me twice a year plus a quick check-in mid-year if something changes — a new job, a new baby, a windfall. Between meetings we’re reachable by email or phone.
- How are you compensated?
- I’ll walk through every fee and commission during our first meeting so you have a clear picture before you decide to engage.