You built the business...
Now let’s build what comes after it.
Pink Ivory Wealth was created for women entrepreneurs who have figured out how to make money but realize making money and building personal wealth aren't automatically the same thing.
Your business can be thriving while your personal financial plan is still playing catch-up.
We’re here to change that.
Your business was never supposed to be the whole plan.
You didn't build a business just to have a business.
You built it because you wanted something from it.
Maybe that's freedom. A beautiful home. More time with your family. The ability to travel. A retirement that doesn't depend on working forever.
Helping your parents. Paying for your children's education. Or simply having enough financial security that every decision doesn't feel heavy.
Whatever your version looks like, eventually your business has to do more than generate revenue.
It has to help fund your life.
That's where Pink Ivory Wealth comes in.
from revenue to wealth
Most business conversations focus on making more.
More clients.
More sales.
More revenue.
And yes, your business needs to make money.
But eventually there's another conversation:
What are we going to make this money do?
Pink Ivory Wealth helps women entrepreneurs connect what they're building in business with what they're building personally.
We look beyond this month's revenue and start planning for your cash reserves, investments, retirement, protection, family responsibilities, major goals and the future you're working toward.
Because revenue isn't the finish line.
Wealth is what that revenue allows you to build.
Financial planning that understands entrepreneurship.
Traditional financial planning can assume your financial life fits neatly into a paycheck.
Entrepreneurship doesn't always work like that.
Your income may fluctuate.
A large amount of cash may need to remain inside your company.
Your business may be one of your largest assets.
A business decision can completely change your personal financial picture.
And when somebody tells you to “just save 20% of your paycheck,” you may be thinking, Okay... which paycheck?
Your financial plan should account for the way you actually make money.
Ours does.
Advice. Not asset gathering.
Pink Ivory Wealth is built around an advice-only approach.
We don't need to take over your investment accounts to help you make better financial decisions.
We help you understand your financial picture, evaluate your options, create a strategy and determine what moves make sense based on your goals.
When investment recommendations are part of your engagement, you maintain control of your accounts and make the final implementation decisions.
No custody of your assets.
No discretionary trading.
No placing trades on your behalf.
We advise. You stay in control.
The Bunch Accounting Co + Pink Ivory
Two firms. Two different financial conversations.
The Bunch Accounting Co. asks:
What happened with the money?
Accounting.
Taxes.
Business financial strategy.
Pink Ivory Wealth asks:
What should your money do next?
Personal financial planning.
Wealth. Protection. Your future.
You don't have to be a client of Bunch Accounting Co to work with Pink Ivory, and you don't have to work with Pink Ivory to be a client of Bunch Accounting Co.
But when the two make sense together, they create a pretty powerful financial picture.
Your business finances shouldn't exist separately from the life they're supposed to support.
What we believe
Your business is an asset, not your entire retirement plan.
Making more money doesn't automatically mean you're building more wealth.
A financial plan should support your real life, not some generic version of it.
You should understand the recommendations you're implementing.
Financial planning shouldn't require handing somebody control of your money.
And most importantly:
The business should eventually give something back to the woman who built it.
ready to figure out what comes next?
If your business is making money but you're still wondering what you should be doing personally, start there.
You don't need all the answers before you come.
That's our job to help you work through.
Let’s Wealth It Out | 45 Minutes · $247
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