Turn your business
into lasting wealth.

Tax-focused financial planning to help business owners get the most out of their money. Build a tax strategy, optimize your finances, and stop making 7-figure decisions alone.

Start with a free assessment

  1. 1.Net worth & cash flow plan summary
  2. 2.Tax analysis & optimization opportunities
  3. 3.Portfolio X-ray & investment analysis
  4. 4.Action plan & proposal, no commitment
Get my free assessment

What is Lindy Wealth? Lindy Wealth is an independent financial planning firm helping business owners optimize their entire financial life, lower lifetime taxes, and grow wealth.

The goal is simple: take the planning off your plate and put your money to work toward the life you actually want. That covers taxes, investments, cash flow, protecting what you’ve built, and everything in between that goes into a complete financial picture.

This is direct, one-on-one work where I tailor an exact plan to your situation and quarterback the moving parts, so every decision fits your full financial picture.

Here’s what you get

  • Tangible deliverables•concrete outputs you can point to:

Know where you stand today and where you're heading.

  • Written financial plan
  • Scenario modeling and projections
  • Cash flow plan
  • 4 quarterly reviews
  • Third-party coordination
  • Implementation support
  • Get things done (correctly)•A to-do list that keeps moving, so decisions actually become outcomes.
  • Optimize the big things•Big moments like a sale, a breakout year, or a life event planned for and handled before you need to act.
  • Reduce your lifetime tax bill•Tax strategies tailored to your situation, put to work on your #1 lifetime expense.
  • Reach independence faster•A clear picture of where you stand and where you’re heading, and a faster path to the day you’re truly free.
  • Keep more of what you’ve built•Insurance, estate documents, and beneficiaries kept current, so you can give more of what you’ve built.
  • Integrated coordination•A quarterback coordinating your CPA, attorney, and insurance broker, so every decision factors in your full financial picture.
  • An owner’s perspective•Perspective grounded in real conversations with clients in the same shoes, from someone who’s a business owner too.

Pricing

The industry standard is 1% of your assets a year, and as the market rises, the fee quickly outpaces the effort behind it. Worse, it rewards gathering assets over the planning that actually matters.

A flat-fee removes that conflict and aligns pay with the work and value delivered, instead of rewarding asset gathering and unearned market growth.

Flat-fees start at $6,000 per year for ongoing planning.
$500K income or $1M liquid asset minimum

Above starting fees, pricing depends on your net worth, estate planning needs, and complexity, so you can run the numbers yourself.

Engagements work for solopreneurs, agency owners, founders, and anyone with meaningful business income or assets who wants their full financial life organized without spending hours on it themselves.

You’re ready if your financial life has gotten complicated. Maybe it’s a growing business, an upcoming sale, or a financial picture that’s outgrown your spreadsheet.

Common questions

The free assessment is a no-commitment way to get a clear picture of your financial situation and the opportunities worth pursuing. Here's how it works:

  1. Discovery call: a 30-minute call to share your situation and goals, then upload tax returns, business financials, and investment statements to your RightCapital Vault for review.
  2. Financial review: a 45 to 60-minute deep dive into your assessment, which includes a net worth and cash flow summary, tax analysis, portfolio X-ray, and written observations.
  3. Kickoff & planning: Only if you decide to move forward. Set up accounts, build out the strategy, and start ongoing quarterly reviews.

There's no commitment to move forward after the assessment. You walk away with a clearer view of your finances either way.

The goal is to help business owners get the most out of life with their money. To do that, the planning work is taken off your plate as much as possible. Engagements are comprehensive and cover:

  • Retirement planning
  • Investment management
  • Tax planning
  • Estate planning
  • Insurance review
  • Cash flow planning

Clients work with Ben remotely from across the country, with four review meetings a year and ongoing support in between.

Lindy Wealth is a flat-fee only financial planning firm. There are no commissions, AUM fees, or hidden fees.

Fees start at $6,000 per year. Billing is done quarterly and you're free to cancel at any time. There are no long-term commitments.

Lindy Wealth is an independent financial planning firm run by Ben Stauffer, CFP®. Being independent means there are no ties to specific products or platforms, so recommendations are based on what's actually best for your situation.