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Financial Planning for Business Owners

Financial Planning for Business Owners

Owning a business offers highs and lows rarely experienced by most people.

By reading this guide and partnering with an experienced financial advisor, you can establish a financial plan designed to increase your financial stability and reduce the stresses frequently encountered by small business owners. 
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Virtual Meeting with Financial Advisor

Is a Virtual Financial Advisor Right For You?

A virtual financial advisor offers financial planning services to their clients primarily or entirely online and by phone.

This means no matter where you or your financial advisor choose to live, youโ€™re always just a Zoom call away from a face-to-face meeting.
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How Much Does a Financial Advisor Cost?

Hiring a financial advisor can be a great move to help you build a long-term investing strategy. Advisors can help you build an investment portfolio to meet your financial goals, as well as help you plan appropriately for retirement.

But how much does a financial advisor cost? And how do you make sure you are not paying too much? (Read or Listen)

WOMEN & MONEY

How women can get more confident about investing.

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ENTREPRENEUR

Own a business? What’s your exit plan?

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FINANCIAL ADVICE

Should you hire an XY Planning Network Financial Advisor?

Let’s Find Out
MONEY GOALS

10 financial goals to aim for the next 6 months.

Ready. Aim…
HEALTH SAVINGS

Have an HSA? Should you max it out?

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INVESTING

Looking for a great blog about investing?

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Unsure where to turn?

Learn more about your options to find the best personal finance resources just right for you.

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The Latest Articles

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What are Active ETFs?

Brian Thorp

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Five Free Resources to Help You Invest Like a Pro

Elizabeth Blessing

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Financial Planning for Women by Life Stage

Katie Oelker

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DIY Investors: Tips for Investing and Mistakes to Avoid

Ben Le Fort

Investing

The Ironic Truth About Investment Risk

Ben Le Fort

Investing

Why a Roth IRA Is Almost Certainly Better for You Than a Traditional IRA

Opher Ganel

Firms

Should You Hire a Facet Wealth Advisor?

Anna Baluch

Investing

Are sustainable ETFs a short-cut for socially responsible investors?

Karen Banes

Investing

Why you need bonds in your portfolio

Ben Le Fort

Professional Designations

What is a Certified Exit Planning Advisor (CEPA)?

Brian Thorp

Money Management

How to Fire Your Financial Advisor in 4 Simple Steps

Ben Le Fort

Professional Designations

Top Financial Certifications to Know Before You Hire a Financial Advisor or Coach

Brian Thorp

Investing

Are You Making This Subconscious Investing Mistake With Your 401(k)?

Kelley Long

Investing

Why You Should Consider Real Estate Investing

Opher Ganel

ETFs

Similarities and Differences: Active ETF vs Mutual Fund

Shishir Nigam

Investing

Bitcoin Horror Stories: The night my cryptocurrency disappeared

Wealthtender HQ

Money Management

Three Things You Need to Know About Advice from Financial Gurus (They Wonโ€™t Tell You)

Opher Ganel

Investing

The Boring Way to Become a Millionaire

Ben Le Fort

Have a money
question?

Helpful answers from the Wealthtender Financial Network are just a click away!

Common Questions

What is a wealthtender?

We coined the term wealthtender to describe financial professionals and educators passionate about helping others reduce financial stress and increase their wealth.

How do I find the right wealthtender for me?

While other sites start by asking for your zip code, we believe you deserve to work with the financial professionals who are best for you, even if that means they donโ€™t live nearby.

In todayโ€™s world, you can choose to work with a financial advisor or coach hundreds of miles away or a few blocks down the street. Itโ€™s up to you.

Our growing library of articles and guides will help you get to know financial professionals who specialize in working with people like you who share your interests, occupation or are experts in the services you need today.

You deserve a trusted guide who can help you reach your money goals with a personalized plan. Letโ€™s find the right wealthtender for you.

Not sure where to start? Here’s a great place to begin.

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