Financial Planning for Sacramento Business Owners & Their Families

  • Protect what you’ve built
  • Plan your succession
GET YOUR “INTEGRATED LIFE & BUSINESS” BLUEPRINT

Why Business Owners Choose Us

You’ve taken the risks and worked hard to provide for yourself and your family…

But it can be tough to step off the treadmill and figure out the details to:

  • Grow your wealth while safeguarding your family’s future and hard-earned assets
  • Take advantage of tax-optimization opportunities you may not be aware of
  • Craft a solid succession plan to secure your legacy when you’re ready to step back
We help you take full advantage of your options and protect what you’ve worked for

Click the button to schedule a 20-minute consultation with Melissa Yano, CFP®, CExP™

CLICK TO SCHEDULE

Business owners work with us to:

Get direct, no-nonsense financial advice to set you and your family up for success

Reduce taxes, keep more of what you earn and invest the difference

Protect your business and family from risk with a rock-solid contingency plan

Save time with intentional financial decisions so you can spend it on what matters most

Coordinate your team and other professionals to free you from the hassle

Create a clear-cut strategy for your succession or exit

You’ve put in the time, risk and hard work to make your business successful…

AND AS A BUSINESS OWNER MYSELF, I KNOW TIME IS A LUXURY.

So when it comes to financial advice, you want straight answers from an expert. No beating around the bush. No meaningless financial jargon. Just clear strategies to get you where you want to be.

Let us help you leverage your business for more of the life you want

Click the button to schedule a 20-minute consultation with Melissa Yano, CFP®, CExP™

CLICK TO SCHEDULE
ABOUT CAPITAL WEALTH PLANNERS

Built by a business owner, for business owners

ABOUT CAPITAL WEALTH PLANNERS
We are:
CASE STUDIES

Example stories of how we help business owners

Simon case study

Simon

Simon wanted to ethically exit his company, while staying friends with his partner…
READ MORE Simon
sarah case study

Sarah

Sarah’s family business was growing fast, and proper management of her personal income became overwhelming…
READ MORE Sarah

These case studies do not represent specific clients and should not be interpreted as a guarantee of results.

Want us to take financial planning off your plate?

SEE HOW WE WORK WITH YOU
Let us help you leverage your business for more of the life you want

Click the button to schedule a 20-minute consultation with Melissa Yano, CFP®, CExP™

CLICK TO SCHEDULE

Not ready to schedule a call yet?

Download Our Free Checklist, “10 Questions You Need to Ask as a Business Owner: Get clear direction to safeguard your family’s future”
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