When your business is going well, more success does often equal more money and more money can mean more decisions.
One of those decisions is what should you do with this money?
Not only should you have a plan, you must have a plan.
If you fail to plan, you plan to fail.
So if you are feeling overwhelmed by not having a plan for your money or your future, especially as your business continues to grow, let's chat.
You want to get ahead with money, but you already feel behind
You feel ready to invest, but you don’t know where to start
You lack confidence when making big personal and business financial decisions
You would rather be spending more time doing what you do best, not managing your money
You find yourself hoping you’ll experience the fruits of your labor instead of knowing
You are unsure of where your money is going and why your savings account isn’t growing
You are making six or seven figures in revenue, but you don’t necessarily feel personally wealthy
As a successful business owner, you simply cannot have more than one day job. That’s why managing your finances is mine, so you can focus on what you do best: building your business and living a life you love.
As a successful business owner, you simply cannot have more than one day job. That’s why managing your money is mine: so you can focus on what you do best. Together, we can make your money work as hard as you do.
Imagine achieving your financial goals with strategies that also allow you time to enjoy the life you’ve worked so hard to build - more time with your family, more time to travel, more time to spend in community...
Having the freedom to spend your days how and with whom you want is what you really want, isn't it?
At The Wealth Collaborative, we believe in smart, sustainable wealth management.
By partnering together you get someone who listens to where you are and where you want to go - in business and in life so that you can have the BEST of both worlds.
Let's remove the wondering so you know exactly what your money is doing for you behind the scenes.
This is financial freedom. And good news, it’s totally possible for you!
The goal is to build a portfolio that can replace your income in the future without you having to trade hours for dollars.
Building a money machine takes money from your business and strategically invest in assets outside of your business that can provide you with additional streams of income.
At The Wealth Collaborative, we help you become financially independent sooner than you ever thought possible by diversifying your income and building your own money machine.
What this means to you is you will have the flexibility to step back or step away from your business when and if you need to without changing your lifestyle.
"Hannah quieted the constant alarms of my monthly panic attacks over money and our future. Now we have a plan that’s working for us, and it doesn’t even require more income."
-Emily J.
“There’s no one I trust my money with more than Hannah. I’m a mom running a 7-figure business and Hannah is more proactive, strategic, organized and aligned with my mission than anyone I’ve ever met. She’s changed the game on what I thought was possible with our money goals."
- Ashley B.
As your advisor, it is my job to understand what you want to accomplish with your money and help you align your business and your personal goals so that you can become financially free sooner than you ever thought possible.
You want to take the luxury vacation, to buy the front row seats to Disney on Ice with your kids, and have the ability to spend and give back to your family, community, church, and the causes you care about without feeling guilty or stressed.
But as an entrepreneur, it’s more complex than that. You also want to invest in a mastermind or coach, increase your marketing spend, invest in the latest technology, and hire a team.
How in the world do you figure out how to make it all happen?
By having a personalized strategy for your money that incorporates your life and your business goals.
Rarely do financial advisors take the approach of getting to know you AND your business to help you make strategic decisions on how to grow your wealth and your revenue.
At The Wealth Collaborative, we understand that you started your business to provide your family with a lifestyle that you desire and deserve.
You don't want to wait until 65 to live your dream life.
Our process allows us to work with individuals and business owners at any stage, even if you don’t have $1,000,000 in the bank (yet).
Our wealth strategy and investment management services begin at $1,000 / month.
All clients have a $3,997 initial setup fee which includes a VIP day with Hannah to kickstart your strategy creation.
We offer a special discount for military families. If you or your spouse are currently serving or have served, please be sure to notify us.
Every moment you delay is a chance missed to see your money grow and work FOR YOU!
The truth is, the best time to start was yesterday, the next best time is now.
Whether it’s a small step or a big leap, starting NOW is what sets the pace for your financial success.
Don’t wait for the perfect amount or the perfect time—both are illusions that can hold you back from real progress.
Your journey to building the wealth you desire for you and your family begins with a single step - STARTING.
You have the ability to get ahead. You just need someone on your side to help you get there.