Stop Guessing. Start Building Wealth.
Discover your unique Financial Personality Type to receive a personalized financial strategy based on your custom requirements.
Find Your Type Now With Free QuizIt takes less than 5 minutes.
Is This Your Financial Story?
Generic financial advice often misses the mark because it doesn’t reflect how business owners think, act, or make decisions. See if any of these feel familiar.
Feeling Lost
You have financial goals but no clear plan to follow or track progress.
Information Overload
Too much advice, not enough direction. You’re unsure what actually applies.
Lack of Guidance
You want to make financial decisions consistent but seeking an expert advice.
Missed Opportunities
Hesitation or inaction has led to delays that may have cost growth or savings.
When the Plan Works For You
Knowing your money personality isn't just a label. It's the key to an actionable plan that feels natural to you. When your strategy aligns with your instincts, you can finally...
Make Better Choices
Move with confidence, knowing every decision is part of a strategy designed for your success.
Build Wealth, Faster
Find growth opportunities that suit your comfort level and long-term plans.
Pay Less in Taxes
Implement smart, legal strategies to keep more of your hard-earned money.
Secure Your Future
Save more effectively for the future you aspire to, whether it's retirement, travel, or legacy.
Introducing The 5 Wealth Builder Types
There are five core money personalities. Knowing yours is the first step toward building wealth with clarity and confidence.
Cautious Steward
Values security above all. Prioritizes saving but often avoids investing due to fear of loss.
Freedom Seeker
Driven by flexibility and lifestyle. Prefers freedom over structure, which can make long-term planning inconsistent.
Generous Provider
Gives easily to others. Finds meaning in helping but often puts personal finances at risk without clear boundaries.
Confident Optimizer
Always looking to improve. Loves efficiency and strategy but can overanalyze and delay action.
Reluctant Avoider
Puts off financial tasks due to stress or overwhelm. Wants progress but struggles to take the first step.
Build Your Personal Wealth Around the Business
Your business is your greatest wealth-building tool. Our action plan for entrepreneurs provides a specific toolkit to optimize your unique situation, integrating your company's finances with your personal goals.
Entity Structure Review
Tax Strategy and Planning
Business Continuity Plan
Retirement Planning
Risk Management
Business Valuation
Exit and Succession Planning
Get Started in 3 Simple Steps
Take the 5-Min Quiz
Answer a few simple questions to reveal your financial instincts.
Get Your Wealth Type
Instantly discover your unique personality and what it means for your wealth.
Receive Your Action Plan
Get a free, no-obligation report with actionable insights tailored to you.
Don't Just Take Our Word For It
98% of our clients work with us year after year, and here's why...
"I thought I was doing everything right—until I saw this report. Turns out I was overpaying in taxes by thousands every year. Discovering my 'Pioneer' type was a game-changer."
James L.
Multi-Site Tutoring Center Owner
"The Wealth Builder report helped me realize how much more money I should be making and paying in less taxes. It's crazy that these ideas are not more widely known."
Michelle R.
Creative Agency Owner
"I always assumed financial optimization was for bigger companies. The report showed me how even small businesses can structure their finances better. I wish I had done this years ago."
Janice K.
E-commerce Business Owner
What Planning Looks Like in Action
Your action plan translates insight into real-world results. Here are a few examples of how we help our clients.
A Family's Promise
A client came to us with a goal: pass their small business to their children without losing a large share to taxes. We designed a plan that protected $300,000 in value and kept ownership within the family. Today, one of the daughters is leading the business into its next chapter.
Protecting Family. Powering Growth.
When a real estate agent wanted to protect his family without tying up the capital he needed to keep growing his business. With permanent insurance in place and financing structured against it, he kept his cash flowing — and secured his family’s future.
A Fresh Start
When a client received a severance, they were eager — and anxious — to put it to work wisely. We designed a plan that protected their payout and fueled new growth. Twelve months later, their money was growing harder and faster than it ever had when they were employed.
Finance Built on Transparency
The "Open Concept" in our name is our guiding philosophy. We believe in breaking down the walls of traditional finance, creating a collaborative and transparent environment where your goals are our primary focus. Led by a team of forward-thinking advisors, we blend proven strategies with personalized insights to build financial plans that are as unique as you are.