I do one thing really well.

I serve business owners making $500k+/year or with 7 figures in liquid net worth (or quickly approaching it).

I specialize so I can do three things:

  1. 1.Be an expert on the common challenges you face.
  2. 2.Build a network of peers navigating the same decisions.
  3. 3.Confidently deliver value year after year.

What I do & pricing

I believe the point of financial planning is to help you get the most out of life with your money. That belief shapes the work, and for most clients it comes down to a handful of things:

  • Get things done (correctly): A plan only matters if it gets implemented. I keep your to-do list moving so decisions actually become outcomes.
  • Reduce your lifetime tax bill: Taxes will be your #1 lifetime expense. They’re inevitable, but there are ways to pay less over your lifetime. I make sure we implement the strategies that apply to your situation.
  • Reach financial independence faster: The point where work becomes truly optional and you’re free to do whatever you want. I’ll help you figure out what that looks like for you and recommend ways to get there sooner.
  • Optimize the big things: A business sale, a breakout year, and family life events are “point in time” opportunities that need proactive planning. When you can see one coming, I make sure the work is done well before you need to act.
  • Protect what matters: Your insurance, estate documents, and beneficiaries need to keep pace with your life and your business. I review and help you update them as both evolve.
  • A single point of contact: Your taxes, investments, estate plan, and insurance are all connected. I coordinate across your CPA, attorney, and insurance broker so every decision factors in the full picture.
  • Another business owner’s perspective: I’m a business owner myself, building a network of peers and working with clients in similar situations. You get perspective grounded in real conversations with people doing the same things.

There’s only one way to work with me, and that’s on an ongoing basis. I think it’s the best way to deliver real value and make a meaningful impact, which is why I’m only interested in building long-term relationships with the clients I take on.

Fees start at $6,000 per year.

Billing is a flat fee, done quarterly, and you can cancel anytime.

Here’s a look at the common deliverables across different areas of your financial life:

A clear view of your financial future and the moves to get there.

  • 4 quarterly reviews
  • Monte Carlo projections modeling your financial future
  • Cash flow system supporting your lifestyle goals
  • Scenario modeling across different goals
  • Annual plan review and reprioritization

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.