Wealth for Founders
Because building a successful company doesn't automatically make you wealthy.
"BOOM - why is this not SO MUCH more talked about?"
Do You Crave Independence and Freedom?
Wealth begins with starting a business – and this works for many people. But try searching your favorite startup guru's writings for personal finance investing advice. Good luck finding founder salary advice. What's an appropriate lifestyle for a business owner at your stage? How do you benchmark your net worth against peers? Does your business work for you? Or do you work for your business?
Owning a business represents just part of a system for building wealth. Even a successful business doesn't guarantee a successful founder. Concentration risk – having most of your net worth tied to one asset – is one of the biggest threats to founder wealth.
What's Your Goal?
Do you own a lifestyle business generating steady income? Are you building for acquisition? Or are your long-term financial goals unclear?
You cannot optimize your outcome without understanding your target retirement age, desired annual income, and wealth benchmark.
Learn More →How Much Should You Pay Yourself?
Have you fallen into the trap of only paying yourself enough to cover expenses? Do you have 6-12 months of personal runway outside your business?
It's tempting to reinvest every penny. But what happens when your industry shifts?
Learn More →The Enemies of Wealth
Are high expense ratios eating your returns? Are you missing tax-advantaged accounts like SEP-IRAs and Solo 401(k)s?
A 1% annual fee difference compounds to 28% less wealth over 25 years.
Learn More →