Business Owners
Your business is growing fast, but your personal finances, taxes, and exit plan haven't caught up. And no one's helping you connect them.
How we help business ownersPlan Boldly. Live Freely. Build your Future.
Financial planning for business owners and working professionals.
Which One Sounds Like You?
Most of our clients fall into one of two camps. Find yours and see exactly how we help.
Working Professionals
You're earning more than ever, but it's not obvious where it should all go. Debt, savings, investing, a first home. What comes first?
How we help working professionalsSound Familiar?
These are the conversations we have every week with business owners and working professionals.
Money comes in, money goes out, and you're not sure where it actually went.
We build you a simple cash flow plan so every dollar has a job and you stop guessing.
How We Help
Full-service planning across the decisions that matter most, for you and your business.
Financial Planning
A clear plan that ties your goals, cash flow, and decisions together.
Tax Planning
Year-round strategy to keep more of what you earn, not just at filing time.
Investment Management
Portfolios built for your goals, timeline, and comfort with risk.
Retirement & Benefits Planning
Owner retirement plans and employer benefits, optimized for your future.
Wealth Protection Planning
Insurance and estate documents that protect your family and your business.
Business Planning
Align your business and personal finances as you grow.
Exit Planning
Prepare to sell or transition your business on your terms.
Education Planning
Fund future education costs without derailing your other goals.
The Money Plan
Your plan comes together in four connected modules, so every part of your financial life works as one, not in isolation.
- 1
Understand Your Foundation
We start with the full picture: your goals, cash flow, and emergency reserves. Everything that follows is built on solid ground.
- 2
Protect What You've Built
Insurance, employer benefits, estate documents, and umbrella coverage, reviewed and aligned so an unexpected event doesn't derail your family or your plan.
- 3
Build Your Wealth
A clear prescription for reaching your goals: investing, retirement, and tax strategy tuned to where you are in life, so income turns into lasting wealth.
- 4
Review & Adjust
Life changes, and your plan should too. We revisit it on a regular cadence so it keeps pace with new goals, new income, and new opportunities.
Pricing You Can See Before We Ever Talk
No asset minimums to get started. Plans begin at $100 a month, and you'll see every number before you commit.
Silver
Early-stage planning and financial organization.
- Early-career professionals
- Individuals building savings
- Households seeking financial structure
Monthly Investment: $100 – $250
Gold
(+ all included in Silver Plan)
Growing wealth and increasing financial complexity.
- Professionals earning higher incomes
- Growing families
- Small business owners
Monthly Investment: $300 – $550
Platinum
(+ all included in Gold Plan)
High-income households and advanced planning needs.
- Entrepreneurs
- Executives
- High-income professionals
Monthly Investment: $600 – $1,000
Common Questions
How much does financial planning cost?
Planning starts at $100 to $250 a month for our Silver plan. Investment management uses a separate, published AUM fee schedule. You'll see every number on the pricing page before you commit to anything.
See plans and pricingDo I need a certain amount of money to work with you?
No. There are no asset minimums to start. Whether you're building your first real savings or managing a growing business, we have a plan that fits where you are right now.
See plans and pricingAre you a fiduciary?
Yes. As a CFP® professional operating under Zero Day Capital Enterprises, LLC, we're held to a fiduciary standard. That means we're legally required to put your interests first when we give you advice.
More about our fiduciary dutyReady to Plan Boldly?
Book a free intro call. We'll talk through your situation, answer your questions, and tell you honestly whether we're the right fit. No pressure either way.
Book a Free Intro Call