• Services
    • Personal Financial Planning
    • Accounting and Tax Services
    • Investment Advisory
    • Insurance Solutions
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Financial guidance for business owners
  • Services
    • Personal Financial Planning
    • Accounting and Tax Services
    • Investment Advisory
    • Insurance Solutions
  • Pricing
  • About
  • Get Started
Total​ financial guidance for

Small Businesses
& Their Owners

Let's get started
​Do you ask yourself

Am I paying too much in taxes?
​Is my money invested right?

​Will I have enough to retire on? 
Who will run my business when I retire? 

We specialize in helping small business owners like you by taking complexity and doubt out of your finances and replacing them with clarity. Now you can plan for your financial future with confidence. 

Start your road to financial independence here

Let's get your finances in order. We'll do the heavy lifting.
Personal Financial Planning
Sort out your finances and figure out how you can get from here to there (financial independence). 
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Accounting & Tax Services
Take the guesswork out of your business finance and optimize it to boost your financial success, while reducing your tax bills.
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Investment Advisory
Cut through the gibberish and build an investment portfolio based on academic research and discipline.
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Insurance Solutions
If you die or become too sick to work, that would be terrible news. Explore ways to protect yourself from financial ruin. 
Learn more

Small business owners are unique, so naturally, you need a unique advisor

For example, retirement planning is tricky for small business owners because, unlike your friends who retire from corporate jobs, you can't just walk away from your business. You need to plan your exit years in advance. Work with an advisor who is well-versed in unique needs of small business owners like you.
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We are...

Independent.
Specialists.

Unbiased.
Caring.
​Responsive.​

You enjoy...

Clarity.
​A plan for your future.
Financial wellness.
A good night's sleep. 
​More time for what you love.​

What's not to like?
let's get started
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Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Accounting and tax services offered through Elliott Bay Advisors LLC.
Insurance products offered through Elliott Bay Insurance LLC.
Form CRS, Privacy Policy, and Additional Disclosures.
[email protected]
206.486.8700 ext. 703
Let's get started
  • Services
    • Personal Financial Planning
    • Accounting and Tax Services
    • Investment Advisory
    • Insurance Solutions
  • Pricing
  • About
  • Get Started