BOOJEE Estate Advisory

Financial Planning Consulting — Business Wealth and Personal Wealth, Unified

Most advisors plan your personal finances OR your business. We do both — so your entity structure, compensation, and investments work together.

Schedule a Call

What We Do integrated business and personal financial planning

Tailored Financial Planning Consulting for operators who demand results, not decks.

💼

Business-Personal Integration

Align your entity structure, owner compensation, and personal investment strategy so nothing leaks between the two.

🏦

Tax-Efficient Planning

Owner pay optimization, retirement account selection, and tax-reduction strategies specific to business operators.

📊

Advisor Briefing Prep

Organize your accounts, goals, and questions so your licensed financial advisor's time goes further — we prepare, your advisor advises.

🔐

Wealth Protection

Asset protection structures, insurance gap analysis, and estate planning coordination with your legal team.

How It Works

1

Financial Snapshot

Full picture review: business financials, personal balance sheet, insurance, tax returns, and existing investments.

2

Gap & Opportunity Map

Identify overpaid taxes, underinsured risks, misaligned investments, and entity structure inefficiencies.

3

Integrated Plan

Written financial plan covering compensation strategy, tax optimization, advisor briefing prep, and protection.

4

Annual Review

Yearly plan update as business income, tax law, and personal goals evolve.

Packages

Financial Snapshot
$698
One-time financial health review
  • Business + personal review
  • tax efficiency score
  • top-5 gaps
  • compensation analysis
Get Started
Integrated Plan
$2,498
Full financial planning engagement
  • Everything in Snapshot + written plan
  • entity review
  • advisor briefing prep
  • protection analysis
Get Started
Annual Advisory
$1,498/yr
Yearly plan refresh + ongoing access
  • Annual plan update
  • quarterly check-ins
  • tax event monitoring
  • ad-hoc advisory
Get Started

Frequently Asked Questions

Are you a registered investment advisor?
No. BOOJEE Estate is not a registered investment adviser and does not provide investment, tax, or legal advice; we help you organize and prepare, and we coordinate with your licensed professionals — your RIA, CPA, and attorney.
Do you manage investments directly?
No. We help you organize your accounts and prepare briefings for the investment managers you hire. We do not recommend investments and do not hold custody of funds.
What's different about your approach vs a regular financial planner?
We start with the business — most planners don't. Your compensation strategy and entity structure are the foundation everything else sits on.
Can you help with 401k and retirement plan setup?
Yes — plan selection, contribution strategy, and investment menu design for owner and employee retirement plans.
Do you work with couples where one is a business owner?
Frequently. Blended household planning (W-2 spouse + business owner) is a specific strength.

Important disclosure: BOOJEE Estate is not a registered investment adviser, broker-dealer, or financial planner and does not provide investment, tax, legal, or financial advice. Our service is limited to organizing your financial information, preparing documents and briefings, and helping you coordinate with the licensed professionals you choose to hire. Nothing on this page is a recommendation to buy, sell, or hold any security, or to adopt any investment, tax, or estate strategy.

Related Services

Fractional CFO Cash Flow Consulting Tax Services Credit Autopilot
© 2026 BOOJEE Estate — Privacy · Terms · Contact