Planning that fits how you actually run your business
We specialize in helping women business owners in Minneapolis and the Twin Cities build personal wealth alongside growing businesses generating $1–20M in revenue — so financial planning doesn't take a back seat to business success.
What we hear from business owners
Taxes feel reactive
You're paying a big bill every April and wondering what you could be doing differently the other 11 months.
Cash flow vs. paying yourself
Deciding what to leave in the business, what to take home, and how to fund retirement at the same time.
Retirement plan is an afterthought
Solo 401(k), SEP, defined benefit — which one actually fits your business and goals?
No clear exit picture
You may sell, hand off, or wind down someday, and you want a plan that protects the value you've built.
Personal planning is on hold
Estate documents, insurance, and long-term goals get pushed to next quarter — every quarter.
Wearing too many hats
You want a thought partner who already understands the financial side so you can focus on running the business.
What we work on together
Entity & compensation strategy
S-corp vs. LLC, reasonable comp, owner draws, and tax-efficient pay.
Year-round tax planning
Proactive strategies coordinated with your CPA — not a once-a-year scramble.
Retirement plan design
Choosing and funding the right plan for you and your team.
Cash reserves & risk
Operating reserves, business insurance, and personal protection.
Investment management
Disciplined, evidence-based portfolios for your personal and business accounts.
Exit & succession planning
Building optionality so you can sell, transition, or step back on your terms.
Let's build a plan around the business and life you're building
Schedule a complimentary introductory conversation. We'll listen, ask good questions, and help you decide if we're the right fit.
Schedule a Conversation