Resources
Stories, helpful content, events and more.
Practical resources for business owners, entrepreneurs, and their families.
Financial resources for entrepreneurs and their families.
The challenges and opportunities faced by entrepreneurial couples are not one-dimensional. We focus on planning, education, and storytelling to help address complex issues and give you confidence going forward.
Events
Educational seminars and gatherings for business owners and their families.
Employer resource
Minnesota PFML
Guidance for employers reviewing Paid Family & Medical Leave plan options.
Featured
What Minnesota families need to know about Trump accounts
Fragmented advice, when your CPA, attorney, and advisor never talk
See how three different couples navigate the highs and lows of entrepreneurship.
Jeff & Josie: How a paratrooper and a corporate VP landed on common ground.
Meet the financial planner on a mission to support entrepreneurs and their spouses.
Dealing with detours.
How liquidity serves the entrepreneurial couple.
Why entrepreneurial couples need a unique financial planner.
What’s your business worth?
Understanding your business value is a key ingredient when making strategic decisions. We use BizEquity, a technology that lets us deliver accurate and efficient business valuations, free to clients. When we know what your business may be worth, we can make more informed decisions for your future.
Discover Your Business Value
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Learn how we help you achieve your financial goals.
A clear, intentional plan for business owners, entrepreneurs, and executives who want more from their wealth.