Business
Financial
Consulting
At LIFE180, we believe your investment and financial risk should reflect your values and beliefs not just market trends or generic profiles.
When your risk tolerance is misaligned with what truly matters to you, it can lead to emotional decisions that derail your long-term goals. A current investment strategy should be grounded in personal conviction, not reaction. Ensuring that your strategy aligns with your current risk tolerance is essential for lasting financial confidence and clarity.
Schedule a Business Owner Clarity Call
Implement or Audit Employee Benefits
Key Man Planning
Succession Planning
Tax Analysis & Retirement Planning
The 5 Struggle Areas for
Business Owners
Cash Flow and
Access to Capital
Attracting and
Retaining Talent
Tax and Financial Compliance
Succession and
Exit Planning
Market Competition
and Customer
Retention
While we can’t solve every challenge business owners face, we understand how you think because we’re
business owners ourselves. We know what it feels like to juggle cash flow, retain great people, navigate
regulations, plan for the future, and stay ahead of the competition.
That’s why we’re committed to helping you build financial strategies that support your
business, protect your legacy, and reflect your values.
Our LIFE180 Process
Clarity
Book a Clarity Call to assess your financial reality with our Financial X-Ray, uncovering gaps and defining goals for faith, family, and freedom.
Alignment
Our team crafts a Cash Flow Hacking Plan to align your finances with your values, accelerating your journey to financial independence.
Design
Build a design for tax-deferred growth, liquidity, and stability.
Implement or Audit Employee Benefits
Competitive employee benefits are no longer optional. In today’s tight labor market, they are essential for attracting and keeping the talent that drives your success. Well-structured benefits help you:
Show employees they are valued beyond their paycheck.
Reduce costly turnover and improve morale.
Strengthen your company’s reputation as an employer of choice.
Make sure you are not overpaying for benefits
Succession Planning
One day, every owner will leave their business by choice or by circumstance. Without a clear succession plan, that transition can create confusion, conflict, and a loss of value you’ve spent years building.
Succession planning ensures that when the time comes, you can step away with confidence, knowing there is a roadmap for leadership, ownership, and financial continuity. It’s not just about protecting your legacy—it’s about giving employees, customers, and your family clarity and peace of mind.
Key Man Planning
Every business has people whose expertise and relationships are nearly irreplaceable. If a key person unexpectedly passes away or becomes disabled, the consequences can be immediate and severe loss of revenue, disrupted operations, and shaken customer confidence.
Key man planning is crucial because it provides a financial cushion to help your business stay stable, protect jobs, and buy time to adapt without compromising your long-term vision.
Tax Analysis & Retirement Planning
Many business owners have most of their wealth tied up in their companies, which can create significant tax exposure when it’s time to retire or sell. Without proactive planning, you risk paying more in taxes than necessary and falling short of your retirement goals.
Integrating tax strategy with retirement planning helps you preserve more of what you’ve earned, maintain your desired lifestyle, and transition smoothly from working in your business to enjoying the rewards of your hard work.
Get Clear. Get Aligned. Take Control.
Clarity creates confidence. Let’s cut through the noise, align your money with your values, and design a financial path you can actually trust.
Alignment for Business Owners
Succession Planning
Employee Benefit Packages
About Us
At LIFE180, we believe financial success is more than numbers it’s about alignment between your values, goals, and the way you use money.
Our mission is to help individuals and families gain clarity, confidence, and control by building strategies that align their finances with their life purpose. Through our unique financial alignment process, we help you use money as a tool to live more intentionally, make better decisions, and create lasting impact.
Aligning your legacy with clarity and confidence
LIFE180 partners with select third-party providers, including tax professionals, legal experts, and licensed financial advisors to deliver comprehensive planning solutions tailored to your unique goals. These services may include estate planning, entity structuring, investment strategy development, and advanced tax planning — all aligned with your long-term vision and personal values.
LIFE180 is not a licensed investment advisory firm and does not offer securities, investment products, or portfolio management services. We maintain strategic partnerships with licensed Registered Investment Advisors (RIAs) and fiduciary financial professionals who provide these services directly.
All investment advice, recommendations, and account management should be discussed with a licensed investment advisor. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Always consult with a qualified financial professional before making any investment decisions.
