How financial life planning helped this entrepreneur balance a fast-growing business and family

Diana’s design agency was taking off: 200% growth in year two, international awards and tons of press. It seemed ridiculous to complain, yet her life felt chaotic as she juggled her fast-growing business, dreams of motherhood and home-ownership, and an occasional date night with her often-traveling husband.

We worked with her and her husband to understand their aspirations for their careers, family, home and relationship with money. Then we mobilized a team around their vision for growth and a stable home for their new family.

We coordinated quarterly meetings with her business team (CPA, banker, bookkeeper and Modernist Financial) to provide simple tools that show the business’ financials at a glance. Her new personal banker manages the cash flow and lending of the business and the family.  Her new accounting firm manages her business’ books and provides timely tax advice in her quarterly financial meetings. An HR firm stepped in to assist with hiring key employees and implementing best practices. Modernist helped automate the structure of her family’s cash flow and investment portfolio to make sure their bills are paid and they are saving for emergencies and retirement each month.

As a team, we give Diana the information she needs to feel confident in her business decisions so she can make mental space for her personal goals.