Financial Planning for Sacramento Business Owners & Their Families
Why Business Owners Choose Us
You’ve taken the risks and worked hard to provide for yourself and your family…
But it can be tough to step off the treadmill and figure out the details to:
We help you take full advantage of your options and protect what you’ve worked for
Click the button to schedule a 20-minute consultation with Melissa Yano, CFP®, CExP™
Business owners work with us to:
Get direct, no-nonsense financial advice to set you and your family up for success
Reduce taxes, keep more of what you earn and invest the difference
Protect your business and family from risk with a rock-solid contingency plan
Save time with intentional financial decisions so you can spend it on what matters most
Coordinate your team and other professionals to free you from the hassle
Create a clear-cut strategy for your succession or exit
You’ve put in the time, risk and hard work to make your business successful…
AND AS A BUSINESS OWNER MYSELF, I KNOW TIME IS A LUXURY.
So when it comes to financial advice, you want straight answers from an expert. No beating around the bush. No meaningless financial jargon. Just clear strategies to get you where you want to be.
Let us help you leverage your business for more of the life you want
Click the button to schedule a 20-minute consultation with Melissa Yano, CFP®, CExP™
ABOUT CAPITAL WEALTH PLANNERS
Built by a business owner, for business owners
We are:
CASE STUDIES
Example stories of how we help business owners
These case studies do not represent specific clients and should not be interpreted as a guarantee of results.
Want us to take financial planning off your plate?
Let us help you leverage your business for more of the life you want
Click the button to schedule a 20-minute consultation with Melissa Yano, CFP®, CExP™