Financial planning for business owners building toward autonomy
Know what it takes to stop working when you decide to.
TESTIMONIAL
“Chris really takes a step back and asks, what do you want? Which helps us get clear on where we’re going and how fast we’ll get there… He’s definitely provided that baseline plan where we’d be okay even if our business didn’t grow.”
– T & S.Y
Testimonials are provided by current advisory clients and may not be representative of the experience of other clients. Testimonials are not a guarantee of future performance or success. Names and images (including use of pseudonyms and stock photography, where applicable) have been modified and may not correspond to the actual individuals in order to protect client privacy.
When you’re too busy serving clients to answer:
What does “enough” actually look like?
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Should I invest more outside my business?
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Am I just building a job I can’t leave?
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It starts with one conversation.
Business owners work with us because we:
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1. Serve you and only you.
No product pushing.
We keep our client base small so you get our full focus.
2. Handle everything.
You focus on your business.
We keep your plan moving forward.
3. Are straight to the point.
We tell you what you need to hear to keep you off the landmines.
TESTIMONIAL
“When I call him, he calls me right back.
Concierge service is a good way to think about Chris.”
– Ken S
Testimonials are provided by current advisory clients and may not be representative of the experience of other clients. Testimonials are not a guarantee of future performance or success. Names and images (including use of pseudonyms and stock photography, where applicable) have been modified and may not correspond to the actual individuals in order to protect client privacy.
Ready to know what “enough” looks like for you?
Hi. I’m Chris Clepp.
Hi. I’m Chris Clepp.
I help founders build towards their version of a fulfilling life…
Client stories
Brian Walsh
Software Firm Owner
“I need someone who actually understands my business.”
Michael & Sarah Chen
Law Firm Owners
“Are we on track or falling behind for a great life after exit?”
Amina Hassan
VP of Finance
“I don’t have time to manage this anymore.”
TESTIMONIAL
“Chris is looking at all our business and investments from a personal standpoint because they all kind of mesh together. I couldn’t do that without Chris.”
– Ken S
Testimonials are provided by current advisory clients and may not be representative of the experience of other clients. Testimonials are not a guarantee of future performance or success. Names and images (including use of pseudonyms and stock photography, where applicable) have been modified and may not correspond to the actual individuals in order to protect client privacy.
How we serve founders building autonomy
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“My business is on track, but am I?”
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Just a casual conversation, no boring sales pitch
