Agate Financial Partners Unveils Empowered Wealth Method to Help Female Entrepreneurs Build Lasting Wealth
Agate Financial Partners introduced its Empowered Wealth Method, a private, application-only guidance system designed for female business owners who generate between $250,000 and $5 million in annual revenue.
Closing the Gap in Financial Planning
The introduction fills a well-documented gap in financial planning as entrepreneurial success all too often fails to translate into sustained personal wealth, particularly for women-owned firms in professional services.
A Five-Component Proprietary Framework
The Empowered Wealth Approach is a five-component program: Women’s Wealth Compass, Prosperity Pathway, Legacy Wealth System, Financial Freedom Formula, and Ongoing Optimization. This exclusive system does not use tax-savings, succession planning, and post-exit planning separately but does so collectively as a part of its integrated approach that is different from standard investment-centered financial planning systems.
Empowering Women Entrepreneurs with Confidence
“Many women business owners are successful on paper but in doubt about their financial futures,” stated Lori J. Ellingson, CRPC and founder of Agate Financial Partners. “The Empowered Wealth Method is created to turn that doubt into clarity, confidence, and control.”
Women-Owned Business Growth in the U.S.
The release occurs when women-owned companies earn more than $1.9 trillion in annual revenues in the U.S., but fewer than 25 percent have formalized exit or succession plans. According to IRS statistics, business owners tend to overpay in taxes because of inefficient structuring or missed deductions. Agate’s system offers solutions to these issues through tools such as its Tax-Savings Opportunity Scan, Post-Exit Wealth Blueprint, and Strategic CPA Integration Protocol.
Customized and Client-Centric Solution
By restricting new client onboarding, Agate ensures clients enjoy profound, personalized planning with close collaboration with their legal and accounting advisors. The Lifestyle Freedom Forecast provides business leaders with a perspective of their 1, 3, and 5-year wealth path, enabling them to align daily choices with long-term financial objectives.
Reinventing Wealth Management for Women Business Owners
Agate’s strategy places the firm at the forefront of providing advisory services that blend fiduciary advice with editorial-level education. More than a wealth management plan, the firm’s system provides women business owners with a strategic framework for exiting on their own terms and creating lasting wealth.
Compliance and Advisory Disclaimer
Securities and advisory services are provided through Cetera Advisor Networks LLC (conducting insurance business in CA as CFGAN Insurance Agency LLC, Insurance License 0644976), member FINRA/SIPC, a broker-dealer and registered investment advisor. Cetera is separately owned from any other named entity. For an integrated review of your individual situation, always seek the advice of a tax or legal professional. Neither Cetera Advisor Networks LLC nor its representatives may provide legal or tax advice.
Company Details
Organization: Agate Financial Partners
Contact Person: Lori J. Ellingson
Website: https://www.agatefp.com/
Email: ellingsonl@agatefp.com
City: Newport
State: Oregon
Country: United States
Release Id: 03092533431