Wealth management
for business owners.
Tax-smart planning that connects cash flow, taxes, and investments to help you build & manage your wealth.
Why Lindy Wealth
Coordinating your business, investments, and tax strategy into one integrated plan with ongoing partnership and clarity at every step.
How it works
Our structured process takes you from discovery to implementation, building your financial foundation in year one.
Intro Call
What happens:
- •30-minute call to see if we're a fit and outline next steps
- •You get access to RightCapital to upload documents
- •I review everything and assess your tax/entity setup
- •You receive official pricing quote + assessment
Pricing:
- •Initial Plan — $5,000+ (50% upfront, 50% at delivery)
- •Optional Management — $10,000+/year (paid quarterly)
Services to help
manage your wealth.
Building an integrated approach to your business, investments, and tax planning that grows with you.
I'm a dedicated financial partner who handles tax strategy, investments, and comprehensive planning to help you build and secure your financial future. You'll receive detailed plans, custom investment recommendations, quarterly reviews, and ongoing partnership—all included in a single flat-fee.
— Ben Stauffer, CFP®, Founder
Initial Plan
Starts at $5,000
Ongoing Management
Starts at $10,000/year
General Questions
Create your financial plan.