The Business Owner Wealth Deep Dive
The Business Owner Wealth Deep Dive
A six-month process to convert your business success into lasting personal wealth.
You’ve built something extraordinary. Let’s make it work for you.
Your business may be your life’s most valuable asset — the result of years of discipline, vision, and effort.
But as you look toward transition or exit, a single question often remains unanswered:
How do I turn what I’ve built into lasting financial independence and a purposeful next chapter?
Most Business Owners Aren’t Ready, Even If They Think They Are
- 73% of business owners plan but can not exit within the next decade.
- 90% of an owner’s wealth is typically tied up in the business without a personal plan.
- Nearly 80% expect their business sale to fund retirement — yet most later regret how they exited.
Most owners overlook how their business value connects to personal wealth, taxes, investments, and the life they want after the sale.
A Cohesive Process for Clarity, Liquidity, and Direction
The Business Owner Wealth Deep Dive is a structured six-meeting engagement designed specifically for founders and business owners preparing for exit or liquidity events.
As a CFP®, CFA®, and CEPA®, I guide you through a process that aligns your business value, personal finances, and long-term goals. When your financial life is fully aligned, you’ll:
- Understand the true value of your business and what it means for your personal wealth.
- Know how much you need, what you can keep after exit, and how to protect your wealth
- Move forward with a clear, tax-efficient plan for managing your liquidity and investments.
- Feel confident, organized, and prepared, both financially and personally, for whatever comes next.
Most owners overlook how their business value connects to personal wealth, taxes, investments, and the life they want after the sale.
The Experience
- Private partnership — all work is done directly with me, not delegated.
- Virtual convenience — meetings conducted via secure video conference.
- Evidence-based planning and investing — grounded in academic research, not speculation.
Align personal wealth with business success
Build tax-efficient personal financial strategies
Prepare for growth, transition, or life beyond the business
My Story
I’m a first-generation immigrant, a mother, and a business owner. I understand the pressure of providing for your family, building something meaningful, and figuring it out as you go.
That’s why my work isn’t about products or commissions—it’s about helping business owners like you simplify complexity and make clear, confident financial decisions.
As a CFA®, CFP®, and CEPA®, I combine deep technical knowledge with a flat-fee process But more importantly, I bring real-world understanding. The numbers matter—but so do your goals, your family, and your peace of mind.
Why Work With Me
It’s Not Just About Numbers. It’s About Clarity, Confidence, and Control.
If you’re ready to simplify the moving parts and feel confident about your next financial steps, let’s connect.