Financial Advice for Millennial Business Owners.
Financial Planning & Investment Management for high earning millennial business owners who want to organize cash flow, reduce taxes, and invest better.
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“Working with Justin has been game changing for me - both personally and professionally. I started my coaching business two years before we started working together and I had no idea how to manage my business OR personal finances. Hiring him has been a huge return on my investment because now I’m actually saving money, and I’ve learned A LOT. He’s knowledgeable, he responds quickly, he helps you set realistic goals, and he actually cares about building wealth for you. Investing in him has made me more money than it’s cost me.”
Beckyn Mickelson
Founder of Fireproof Fitness
All testimonials are current or former clients at the time of their review, not compensated, and there are no conflicts of interests. Visit assistfp.com/reviews to see all client reviews.
You’re in your 30’s & 40’s.
You’re generating $250K+ revenue with your business or household income.
But you have questions…
💭 How do I build real wealth with my business profits?
💭 What should I be investing in?
💭 Can we afford to buy a new house, car, take a vacation, etc.?
💭 How do I pay off my debt?
💭 What should I do with all of this cash sitting in the bank account?
💭 What should I be doing that I’m not?
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While we market our services to Millennial business owners, we work with an entire household which often includes a high earning professional with equity compensation that is married to the business owner.
Some of our best and favorite clients are high earning Millennial families. If that’s you and you want to work together, schedule an intro call and I’d love to learn more about you and your goals.
We can help you if…
✅ You want a personalized financial plan and a partner to hold you accountable to it.
✅ You want to align your business finances with your personal financial plan.
✅ You want to feel confident that you’re doing what you need to today in order to be secure in the future.
✅ You are tired of making a lot of money but always feeling broke.
✅ You have a family whose future you want to set up financially.
✅ You want to build wealth without sacrificing living for today.
A financial plan that gives you freedom & flexibility.
As a business owner, your business finances become your personal finances.
Start with a personalized financial playbook that creates a strategy & system that aligns your business finances with your messy, but beautiful life.
Go from uncertainty to an actionable playbook:
✅ Organize your finances as a household
✅ Map out your cash flow so it’s easier to manage.
✅ No more tax surprises.
✅ Invest smarter for your goals.
Financial Plan
$2,000
What’s Included:
Financial plan delivered in 4-6 weeks.
90 Days of Support via email & text.
2-4 video calls with a CFP®
Ongoing wealth management available via invite after completing a financial plan.
It’s easy to get started.
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Free Intro Call
A no pressure call to help provide actionable steps for you and see if I’m a good fit to help you.
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Custom Financial Playbook
We create a custom Financial Playbook for you using our 5 step formula to help you reach your financial goals.
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Build Wealth
The goal of financial planning is to empower you to live your best life both now and in the future.
Meet your advisor.
Justin Green, Certified Financial Planner™️
I am committed to helping business owners in their 30s and 40s create personalized financial plans and execute them.
When I launched the firm in 2021, I knew I could finally combine those passions by serving my generation with the 7+ years of experience I have helping individuals with their money.