Planning that fits how you actually run your business
We help women business owners in Minneapolis and the Twin Cities build personal wealth while growing businesses with $1–20 million in revenue. Because your retirement shouldn't depend on your business alone.
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
There are a lot of retirement plan options. Which one actually makes sense for both you and your business?
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 someone who understands the financial side so you can focus on running your business.
Where we help
Business structure & owner pay
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 planning
Choosing and funding the right plan for you and your team.
Cash reserves & protection
Operating reserves, business insurance, and personal protection.
Investing your wealth
Investment portfolios designed to support your goals—not distract you from running your business.
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