You’ve Poured Everything Into Building Your Business.
Wealth Planning for Business Owners Who Think Beyond the Exit
At Financial Planning By Design, we partner with successful entrepreneurs & business owners who are creating wealth—but too often, leaving money on the table. From growth-phase entrepreneurs to owners preparing for transition, we help bring order, clarity, and intention to the complex financial lives of business builders.
We act as your personal financial architect—using our signature process, The Blueprint, to bring together tax advisors, estate planners, legal counsel, and insurance experts to design a cohesive plan tailored to your business and personal wealth.
Whether you’re growing, exiting, or transitioning your company, our high-touch Virtual Family Office model ensures everything works in harmony.
When Business Growth Outpaces Financial Clarity…Let’s connect the dots between your business, your wealth, and your long-term goals.
Guiding Business Owners Who:
✔️ Want a financial strategy that reflects both their business and personal goals
✔️ Are planning a liquidity event, sale, or family business transition
✔️ Need to align their CPA, attorney, and financial team
✔️ Value proactive tax, estate, and succession planning
✔️ Are building long-term wealth beyond the business
The Blueprint for Business Wealth
At Financial Planning By Design, we act as your personal financial architect—bringing clarity, coordination, and long-term strategy to every corner of your financial life.
As a business owner, you already lead a complex life. Our Virtual Family Office model simplifies it.
A high-level, values-driven life deserves a strategy to match.
Our signature process, The Blueprint, brings clarity, structure, and direction to your financial life — tailored for entrepreneurs, founders, and closely held business owners.
✅ Clarity
Organize your personal and business finances into a cohesive strategy that reflects your goals and vision.
✅ Integration
Coordinate tax, legal, investment, and succession planning so nothing falls through the cracks.
✅ Protection
Safeguard your business, your assets, and your family — today and across generations.
✅ Optionality
Build in liquidity, flexibility, and exit opportunities while preserving your long-term vision.
✅ Confidence
Gain a trusted Financial Director to help you make decisions with purpose — not pressure.
What We Solve
Disconnected Personal & Business Finances
Your CPA focuses on the company. Your advisor manages your portfolio. But no one’s connecting the dots.
We integrate both worlds so your business builds your personal wealth, not just your workload.
Tax Inefficiencies
You work hard to earn, but are you keeping what you should?
We proactively design tax strategies around your entity, income, retirement plans, and future sale.
No Exit or Succession Plan
It’s easy to delay planning when the exit feels far off.
We help you build a step-by-step roadmap for a profitable, intentional transition—on your terms.
No Legacy Strategy
You’ve built something valuable—but is it set up to last beyond you?
We coordinate estate planning, trusts, and business continuity strategies that protect your legacy.Decision Fatigue
Growth brings complexity: multiple advisors, employees, and financial responsibilities.
We simplify your financial world and serve as your strategic thought partner.Risk Management is Reactive, Not Proactive
Many owners overlook risk until it’s too late.
We help you evaluate, prioritize, and plan ahead—so your business and family are protected at every stage.
