Business owners don’t need a budget.
They need a wealth strategy.
It was built for employees with a predictable paycheck, a corporate 401(k), and one tidy income stream.
Most financial advice wasn’t made for business owners.
You’re a business owner, your income is variable, your expenses need to be strategic, and your financial tools should actually help you grow.
➝ “Make a budget.”
➝ “Spend less.”
➝ “Debt is bad.”
But it’s not your fault.
The system was never built for you.
You’ve tried. You’ve felt behind.
And you’ve blamed yourself when nothing worked.
That’s not your life.
01 / 05
In 2021, I lost my dad to cancer after an 18 year long battle.
He was the primary breadwinner in our family while my mom stayed home to raise four kids. And when he died, something profound happened:
Even though his paychecks had stopped, his money kept working.
He was the primary breadwinner in our family while my mom stayed home to raise four kids. And when he died, something profound happened:
Even though his paychecks had stopped, his money kept working.
I built my business in the wake of loss.
Because my dad built an income generating wealth portfolio. He didn't just save for a rainy day, he invested in the stock market, and taught me how to do the same.
Today, years after his last day of work, he’s still the one providing for my mom.
That kind of wealth changed everything for our family. It made death a little less painful. It gave us time, dignity, and stability.
Today, years after his last day of work, he’s still the one providing for my mom.
That kind of wealth changed everything for our family. It made death a little less painful. It gave us time, dignity, and stability.
02 / 05
I built my business in the wake of loss.
Before this, I spent 5 years at QuickBooks as a small business researcher.
For five years, I interviewed over 400 business owners across the globe. I sat in their offices. Studied their workflows. I watched them avoid their numbers out of shame, confusion, or exhaustion.
Over and over, I saw the same truth:
They weren’t bad with money. They were trying to use tools that were never designed for them.
Over and over, I saw the same truth:
They weren’t bad with money. They were trying to use tools that were never designed for them.
So I built a new one.
Until now.
I want you to know you're not bad with money, you’ve just never been taught how to build wealth as a business owner.
If you’ve been told to budget harder, hustle more, or “just stop spending”…
Applications open Spring 2025