Boojee Estate Advisory

Financial Planning Consulting — Business Wealth and Personal Wealth, Unified

Most advisors plan your personal finances OR your business. We do both — so your entity structure, compensation, and investments work together.

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What We Do integrated business and personal financial planning

Tailored Financial Planning Consulting for operators who demand results, not decks.

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Business-Personal Integration

Align your entity structure, owner compensation, and personal investment strategy so nothing leaks between the two.

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Tax-Efficient Planning

Owner pay optimization, retirement account selection, and tax-reduction strategies specific to business operators.

📊

Investment Allocation

Portfolio construction aligned with your business risk, liquidity needs, and time horizon — not a generic model portfolio.

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Wealth Protection

Asset protection structures, insurance gap analysis, and estate planning coordination with your legal team.

How It Works

1

Financial Snapshot

Full picture review: business financials, personal balance sheet, insurance, tax returns, and existing investments.

2

Gap & Opportunity Map

Identify overpaid taxes, underinsured risks, misaligned investments, and entity structure inefficiencies.

3

Integrated Plan

Written financial plan covering compensation strategy, tax optimization, investment allocation, and protection.

4

Annual Review

Yearly plan update as business income, tax law, and personal goals evolve.

Packages

Financial Snapshot
$698
One-time financial health review
  • Business + personal review
  • tax efficiency score
  • top-5 gaps
  • compensation analysis
Get Started
Integrated Plan
$2,498
Full financial planning engagement
  • Everything in Snapshot + written plan
  • entity review
  • investment allocation
  • protection analysis
Get Started
Annual Advisory
$1,498/yr
Yearly plan refresh + ongoing access
  • Annual plan update
  • quarterly check-ins
  • tax event monitoring
  • ad-hoc advisory
Get Started

Frequently Asked Questions

Are you a registered investment advisor?
Boojee Estate is a consulting firm. We work alongside your RIA, CPA, and attorney — not to replace them.
Do you manage investments directly?
No. We build allocation strategy and help you brief investment managers. We do not hold custody of funds.
What's different about your approach vs a regular financial planner?
We start with the business — most planners don't. Your compensation strategy and entity structure are the foundation everything else sits on.
Can you help with 401k and retirement plan setup?
Yes — plan selection, contribution strategy, and investment menu design for owner and employee retirement plans.
Do you work with couples where one is a business owner?
Frequently. Blended household planning (W-2 spouse + business owner) is a specific strength.

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