Services
Build Wealth Without the Stress.
Real financial planning for business owners, no matter the size of your portfolio. One flat fee, one partnership, your whole financial life.
01 — Sound Familiar?
Sound Familiar?
You're making good money, but it's not turning into personal wealth
Your bank accounts don't reflect how hard you're working.
You're carrying every financial decision alone
No sounding board, just constant pressure and the fear of missing something.
You want a better future, but don't have a clear plan to get there
You know you could be doing more, you just don't have the support to make it happen.
Let us partner with you.
02 — The Owner's Financial Operating System
Your business and your personal wealth. One system. One partner.
Most owners piece their financial life together across a CPA, an advisor, an attorney, and a spreadsheet, and nobody sees the whole picture. We run everything on one system built specifically for owners: the Owner's Financial Operating System. It's real work, done alongside you, across the business and the household at the same time.
What We Build
- Business Financial X-Ray: the business and your personal finances mapped together, the review nobody else does
- Your Blueprint: one written plan across company and household, kept current as life changes
- Owner pay & tax strategy: salary, distributions, and set-asides decided with your CPA ahead of time, not discovered in April
- Cash-flow system: reserves, purpose-built accounts, and a job for every dollar of profit
- Protection & legacy review: insurance, estate basics, education and charitable goals, all inside the same plan
How We Run It With You
- Quarterly Strategy Reviews: look back, look forward, business and personal in one conversation
- Weekly reserved time: up to an hour every week held just for you: collaborate, brainstorm, decide
- Investment management: your accounts professionally managed, with ongoing rebalancing and tax-loss harvesting
- The coordinated team: we quarterback your CPA, attorney, and insurance so you stop herding professionals
- Annual exit-readiness review: the business always moving toward your terms, on your timeline
And between all of it: a partner to call before every big decision, so you are never carrying one alone.
Your business should fund the life you want, not eat it. That is the gap we close.
03 — Add-ons
Custom support as your business grows
The system covers what every owner needs. As your business grows more complex, add exactly the support that fits, never a bigger package, never services you won't use.
Core Add-ons
Bookkeeping
Clean, current books so every decision starts from numbers you can trust.
Accounts Payable and Receivable
Money in and money out, handled without you chasing invoices.
Payroll Processing
Your team paid accurately and on time, every time.
Premium Add-ons
Business Succession and Exit Strategy
A clear path for what comes after, on your timeline and your terms.
Buy/Sell Agreements
Protect the business and every owner in it before you need to.
Business Structure
The right entity and setup for how your business actually runs.
Estate Planning Coordination
Your business and personal legacy, working from the same plan.
Employee Financial Coaching
Bring real financial guidance to the people who build your business.
Add-on services are priced separately and customized to meet the complexity of your business needs.
04 — One Transparent Flat Fee
Starting at $1,000/month, set by the complexity of your business, never by the size of your portfolio. Never deducted from your investment accounts. No commissions, no product sales, no asset minimum.
And the partnership only continues if it's earning its place:
- No long-term contract: cancel anytime with 30 days' notice, and any unearned fees are refunded
- Change your mind in the first five days and fees paid are fully refunded
- Fee-only fiduciary: we are paid by you, and only by you
- A deliberately small client roster, so every client gets real attention
“Your CPA sees the business. Your advisor sees the portfolio. Nobody sees the whole picture. That is the gap we built this firm to close.”
We work with a deliberately small number of owner households so we can go deep: on the business, the personal finances, and everything in between.
05 — Next Step
Your business should give you freedom. Not stress.
If you're a profitable owner who has been told to come back when the portfolio is bigger, you're exactly who we built this for. Let's talk about where you are and where you want to go.
Fee-only financial planning and business consulting for business owners.
office@buildwealthpartners.com
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Build Wealth Partners, LLC is a registered investment adviser in the State of Arizona. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Nothing on this website should be construed as a solicitation to buy or sell any security, or as personalized investment, tax, or legal advice. Please consult your own advisors regarding your specific situation.