FEMALE BUSINESS OWNER FINANCIAL PLANNING
Aligning Your Business and Your Life
As a woman in business, you wear many hats — leader, visionary, problem solver, and often caregiver, too. At Bates Wealth Strategies, we help you bring structure and strategy to your financial life so your business works for you, not just because of you. Together, we’ll turn your ambition into a plan that supports your growth, your goals, and the future you’re building.
What We Help With
As a woman business owner, your personal and professional finances are deeply connected. We help you bring both into alignment so your business supports the life you’re building — not the other way around.
We guide you through:
Choosing and optimizing the right retirement plan (SEP, Solo 401(k), Defined Benefit, etc.)
Structuring income and distributions in tax-smart ways
Building personal wealth outside of your business
Protecting your business with insurance and continuity planning
Integrating business cash flow with your household goals
Planning for succession or eventual exit
Coordinating with your CPA, attorney, and key business partners
The BWS Approach
Your business is more than your work — it’s your legacy. Our process helps you bring structure, strategy, and purpose to your financial world so you can focus on growth and impact.
Clarity Conversation – Begin with a complimentary 60-minute session to explore your goals for both your business and personal life.
Tailored Strategy – We review your financials and identify which planning package best fits your stage of business and goals, aligning your cash flow, investments, and taxes.
Engagement – When you’re ready to move forward, we formalize the partnership with an engagement letter and get started.
Strategy Sessions – Throughout the year, we meet virtually or in person to tackle key planning areas, create action steps, and ensure implementation happens.
Ongoing Guidance – We review your plan annually to keep your business and personal goals connected — so your wealth continues to grow with purpose.
Your Next Chapter
As a woman entrepreneur, you’ve built something meaningful — and your next chapter is about building it intentionally. Whether you’re in a season of growth, transition, or preparing for what’s next, we help you align your business success with your personal vision.
Together, we’ll create a financial strategy that supports both your company and your life goals — helping you grow with confidence, protect what you’ve built, and design a legacy that lasts far beyond the business itself.