Financial Planning for Small Business Owners

Obsidian Personal Planning Solutions provides financial planning for small business owners that helps you build your future beyond your business.


Determine the proper timing and flow for your transition from corporate life to personal life.

asset wealth management understanding


Use modeling and forecasting to simulate future events so you’re prepared to survive any life event.

asset wealth management understanding


Make intelligent decisions that consider the impact and implications to both your personal and professional resources.

asset wealth management understanding

Don’t Go On Unprepared

  • Do you have a clear plan for transitioning away from your business without sacrificing value?
  • Have you considered and decided upon the ideal terms and timing for your exit?
  • Are you aware of your options for diversifying and capitalizing on your financial assets?

You’ve invested the best part of yourself into your business,
and you’re ready to enjoy the rewards. But how can you be sure you’re not taking
one step forward and two steps back? A solid financial plan helps you
evaluate and adjust your actions and progress.

Developing a financial plan that considers your unique mix
of business and personal assets can be confusing and leave you uncertain.
We can help you assess your situation, determine your needs
and prepare for your best possible future.

Here’s how you can join other business owners who are confident about their wealth management.

Here’s how you could join other business owners who are confident about their real estate investments.


1. Schedule a Conversation

Your time is valuable, and we don't want to waste it. Let's get to know each other and see if there's a fit with a complimentary, no-obligation conversation.


2. Receive a Free Competitive Analysis

You will get a comprehensive analysis to show how your business compares to your competitors.


3. Review, Track, and Monitor Progress

You will have a dedicated planner, a process designed especially for busy owners, tailor-made strategies, and a timely follow-up to keep you on track.

Get the impartial advice and perspective you need to optimize your financial assets.

asset wealth management organization


Our team has the real-world experience to help you seamlessly transition away from your business on your own terms.

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We employ a range of financial strategy experiences to deliver the solutions that best address your individual needs.

asset wealth management organization


We can help you identify the most promising options for optimizing the rewards for your life’s work.

Prepare for What Lies Ahead

You can’t see the future. But you can plan for it. The problem is, how do you prepare for something you can’t see coming? The answer – ask someone who has been where you are going. At Obsidian, we’ve helped business owners just like you navigate their financial path to retirement. That has enabled us to become well-equipped in the twists and turns of business ownership and plan for them. We can help you prepare for what lies ahead.

To begin this process, you’ll need to define how you want your future to look. Defining your future involves identifying your desires and ideals through an objective self-assessment, resources, and motivations. We’ve designed our Lifestyle Protector Program to help you consider and conceive of what’s possible and what’s suitable for you, your family, and your business.

With a clear understanding of what you want to achieve and why you want to achieve it, you can develop a plan. This plan should be founded on a realistic inventory of your resources and capabilities while considering how they will change and grow as a result of expected and unexpected life circumstances. Our financial plans provide you with the impartial details you need to gather and govern your assets in the best way possible.

Because financial planning is not a one-time event, you need a partner who will continue working with you and providing unbiased guidance. When you engage us, your team of dedicated financial professionals will set and conduct regular reviews of your plan to ensure you stay on track and see what’s ahead of you.

Separating yourself from your business can be more challenging than building it. But just as you did back then, you need to sit down and determine the whats, whys, hows, and whens of your next endeavor. We’d appreciate an opportunity to help you answer those questions and build a plan to maintain your success and lifestyle beyond your business.

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Download our Free Guide:

Five Things Designed to
Protect Your Future

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