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Financial guidance for busy professionals
  • About
    • Differences
    • Pricing
    • Team
  • Services
    • Financial Planning
    • Investment Advisory
    • Insurance Solutions
  • Blog
  • Contact

Financial Planners and Investment Advisors for
Small Business Owners

let's make a plan
Do you ask yourself

WILL I BE OKAY?
HOW MUCH IS MY BUSINESS WORTH?
WILL IT BE ENOUGH WHEN I SELL IT?

You are not alone. Let's make a plan.

What matters most to you?

Your relationships
Your values
Your goals
Your dreams...
Picture
  • Identify who and what matter most to you
  • Set goals in alignment with people and values that are most important to you 
  • Gain clarity and focus
Picture
  • Make a decision to act on your plan
  • Implement your plan and commit to the process of ongoing planning
  • Set your plan in motion
Picture
  • Monitor your plan and keep it on track
  • Adjust your plan to changes around you
  • Give yourself a favorable chance to achieve your goals

You'll have a cohesive financial plan that is executed properly and monitored regularly.

Leave the details to us

We'll help you take care of boring stuff like...


  • Planning for life after exiting your business
  • Saving for college and other major events
  • Investing in alignment with your goals
  • Minimizing your tax bills

  • Preparing your business for sale
  • Safeguarding your family and business from the unexpected
  • Making your money last in retirement

  • Optimizing Social Security and Medicare
  • Caring for yourself (or your spouse or your parents) in the latter part of life
  • Transferring assets to heirs efficiently

We have seasoned and credentialed financial advisors to guide you.

Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Insurance products sold separately from and independently of Cultivant LLC or CS Planning Corp.
Form CRS, Privacy Policy, and Additional Disclosures.

info@cultivant.com
206.486.8700 ext. 703
Get started
  • About
    • Differences
    • Pricing
    • Team
  • Services
    • Financial Planning
    • Investment Advisory
    • Insurance Solutions
  • Blog
  • Contact