Who We Serve
You built something real. We help business owners connect business finances, taxes, investments, and exit planning into one clear plan. Published pricing. Fiduciary advice. Alex Bethune, CFP®, CEPA®.
You're great at running the company. These are the personal-finance gaps we close for owners like you, and the exact service that does it.
The challenge
Your business account and your personal account feel like two different worlds. Money moves between them, but nobody's connecting the dots to your taxes, your retirement, or your family.
How we help
We map how owner pay, distributions, retained earnings, and business debt flow into your household. You'll know exactly how much you can safely pull from the business and what to do with it once it's in your pocket.
Business PlanningThe challenge
You know you'll exit someday, but you have no idea what the business is worth, what you'd actually walk away with, or whether it's enough to retire on.
How we help
As a Certified Exit Planning Advisor (CEPA®), Alex models valuation ranges, succession scenarios, and the tax hit on a sale. You'll head toward your exit with a number and a plan instead of a guess.
Exit PlanningThe challenge
Revenue looked strong all year. Then the tax bill lands in April and quietly erases the cushion you thought you'd built.
How we help
We plan around taxes all year, not just at filing. Entity structure, owner comp, retirement contributions, and the timing of big purchases get coordinated so less of your profit goes to the IRS.
Tax PlanningThe challenge
Every advisor who's called only wanted to manage your investments. None of them asked a single question about the business that funds your entire life.
How we help
We start with the business because it's your biggest asset, then coordinate investments around it as a fiduciary. Your portfolio reflects your real risk, your real timeline, and your real cash flow.
Investment ManagementThe challenge
If something happened to you tomorrow, you're not sure your family could run the business, sell it, or keep the lights on without you.
How we help
We put the protections in place: the right coverage, a continuity plan, and legacy documents that match your wishes. Your work keeps protecting the people you love, even on your worst day.
Wealth Protection PlanningThe planning areas we focus on most with business owners.
Align owner pay, cash reserves, and growth spending with your personal goals.
Learn morePrepare to sell, transition, or step back from the business on your terms.
Learn moreA full plan that ties your business, investments, taxes, and family goals together.
Learn morePortfolios managed as a fiduciary, coordinated with your business and tax situation.
Learn moreYear-round tax strategy across entity structure, owner comp, and the timing of big decisions, so less profit goes to the IRS.
Learn moreInsurance, key-person coverage, and estate documents that protect your family and the business you've built.
Learn moreA three-phase process that turns a messy financial picture into a clear path forward.
Clarify your position. Define your priorities.
We start with a deep understanding of where you are today, personally, professionally, and financially. Together we explore your goals, values, and current structure to reveal what's working, what's not, and what's next.
Design a strategy that supports what matters most.
Once you know where you stand, we build strength and flexibility into your financial life: growing value drivers, reducing risk, and putting systems in place so you can move forward with intention and control.
Move forward with clarity and confidence.
With a complete plan in place, you're equipped to make informed, confident decisions, whether that means scaling a business, navigating a transition, or stepping fully into financial independence.
Book a free intro call. We'll walk through your situation, answer your questions, and tell you honestly whether we're the right fit. No pitch, no pressure.
Book a Free Intro Call