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Financial guidance for busy professionals and business owners
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Leave your business by design

5/5/2022

 
Cultivant was spotlighted at Kenmore Business Alliance this morning, thanks to Bothell-Kenmore Chamber of Commerce. Hoon, our co-founder, spoke on the importance of planning ahead for business owners so they can leave their businesses by design rather than by default.
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A tax-smart way to turn your business into retirement income

3/3/2022

 
When small business owners want to step away from their business and retire, many may worry about the tax burden they’ll face from all their potential gains. Our professional colleague, Steve Parrish, Co-Director of the American College Center for Retirement Income, graciously gave us permission to post his article in Forbes that describes a tool called a deferred sales trust that may help to spread out gains over time and lower their tax burden. 
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Work on your business, not just in it

11/3/2021

 
​Several years ago, a friend and an owner of a professional practice asked me to help him run his firm like a "real business." As it turned out (and much to my surprise), I had the temperament and skills to think strategically, lead a team with fortitude, and relentlessly execute a plan with laser focus. ​I was a natural executive. ​

​My success in that role led me to a project with another firm, and then another, and so on. Thus began my life as an accidental executive and business consultant.
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Can you retire on $2 million? Of course... not?

10/20/2021

 
​If you had a $2,000,000 nest egg, would it be enough to last through your retirement years?
 
The answer can depend on... when you retire.
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You're never too young to start planning for retirement

9/22/2021

 
If you’re in your 20s or 30s, you might feel you’re too young to plan for retirement. Especially if you're single.

Or, at least young enough to not worry about it too much.
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The forgotten retirement planning

5/5/2021

 
According to some surveys (like this one and this one), workers spend more time planning vacation than working on their finances.
 
If you ask me, getting your finances organized doesn't need to be on par with getting a root canal done. But still, there’s a lot involved for sure.
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  • About
    • Deliverables
    • Differences
    • Pricing
    • Team
  • Services
    • Financial Planning
    • Investment Advisory
    • Insurance Solutions
    • Business Exit Planning
  • Contact
  • Blog