You're thinking about when and how to diversify beyond your business. That's the right question—but the timing matters more than most people realize.

Here's what most advisors get wrong: They see a business owner with 80% of their net worth in their company and immediately panic. "You need to diversify! This is too risky!"

But that concentrated position is how you built wealth in the first place. And pulling money out too early can kill your growth engine.

The real question isn't whether to diversify. It's when—and how much.

Want to figure out your timeline?

I work with business owners to figure out their personal timeline and what that means for their wealth strategy—both inside and outside the business.

We don't use cookie-cutter diversification models. We build strategies that match how entrepreneurs actually think about money and risk.

Want to talk strategy? Schedule a call.