What I Do — and Who I Do It For
Boulder, Colorado–based fee-only financial planning for business owners, professionals, and families navigating important financial decisions. I offer thoughtful guidance on taxes, investing, and creating greater flexibility—whether you are building a business, planning a sabbatical, or designing what comes next.
Business & Entrepreneurial Planning
Comprehensive financial strategies for entrepreneurs who value both growth and freedom. From optimizing business retirement plans and owner distributions to continuity planning, I design the structures intended to help your company remain a high-performing asset that supports your life.
Integrative Wealth Management
Investment guidance and portfolio management for entrepreneurs and explorers. I manage your personal finances in lockstep with your business goals and sabbatical dreams, building the financial foundation that lets you pursue your vision with confidence.
Sabbatical Blueprint
Taking a prolonged break—whether it's a career intermission, a personal reset, or an empty-nest adventure—requires a high-stakes financial roadmap. I specialize in pre-departure logistics, modeling your cash-flow runway, and ensuring you maintain US-residency status while traveling.
Proactive Tax Strategy
Sophisticated tax design for business owners and those navigating the unique considerations of mobile lifestyles. I optimize your business income, owner distributions, and domestic filings to support a life in motion.
Comprehensive Financial Modeling
Coordinating estate planning, risk management, and education funding into a single 'Life Design.' I integrate all aspects of your financial picture—whether you're scaling a business, planning for your children's future, or preparing for your next chapter.
Expertise You Can Trust
Working with entrepreneurs and explorers requires specialized knowledge. I understand the unique challenges of managing business finances, planning for extended travel, and building a secure financial foundation for life's transitions. As a fee-only fiduciary advisor, I provide objective guidance focused solely on your best interests—no product sales, no commissions.
Your annual retainer covers all necessary meetings and allows you to contact me whenever you have questions or your life changes—whether that's expanding your business, embarking on a sabbatical, or navigating a major transition.
Entree Wealth specializes in US-domiciled planning and sabbatical planning. I do not provide ongoing investment management for permanent residents of foreign jurisdictions.
