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Welcome.

We help business owners increase profitability,

increase retention, reduce taxes, and form exit strategies.

Have you ever sat down with someone to talk about all three?

Book a discovery call

Are you prepared for the unexpected?

Many business owners don’t take time to plan for disruption—until it’s too late.

This quick checklist helps you uncover gaps that could put your business, your people, or your legacy at risk. Use it to start conversations, get clarity, and take the next right step.

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You’re a business owner. Do you have a comprehensive financial team?

Strategies for your family
and your net worth

Do you work with financial professionals on all three sides of the industry?
Do you work with more than two financial professionals, to make sure your advisors have your best interest?
Do you have access to a team that includes insurance professionals, real estate professionals, a CPA, an estate planning lawyer, and an investment advisor who can coordinate to maximize your net worth?
Are you completely satisfied with your strategy for building generational wealth?

Strategies for your business

What happens if your business partner passes away? Are you prepared to buy their share?
Do you have a top-notch key employee plan for attracting and retaining talent?
Are you looking for a discriminatory employee benefit plan?
Do you have a plan that will allow you to sell your company and pay minimally - or nothing at all - on your taxes?

A team in your corner

Have you ever heard of a Family Office?

We work with CPAs, insurance professionals, estate planning lawyers, security advisors, etc. to help you attract and retain talent, pay less in taxes, strengthen your financial position, and plan your exit strategy.

Business owners, are you positioning your business well?

Maximize Profit

Key Strategies

Capital Maximization Strategies
Individualized incentive-based employee benefits

Increase Retention

Key Strategies

Executive Bonus Plans
Key Employee Benefits
SOLAR Plans

Pay Minimum Tax

Key Strategies

Restricted Property Trusts
Bonus Depreciation Strategies
Split Dollar Loan Regimes

Exit / Legacy

Key Strategies

Buy-Sell Agreements
Blockchain Trusts

Schedule a business strategy session

Meet The Team

Sarah Snyder

Sarah is a financial strategist and the creator of The Soil & The Seed and the SMART Money Framework—simple but powerful tools for building lasting wealth. She helps individuals, families, and business owners improve cash flow, protect what they’ve built, and use insurance strategically for tax efficiency, legacy planning, and long-term growth.

For entrepreneurs and small to mid-size business owners, Sarah provides financial strategies that help attract and retain top talent, reduce tax burdens, and create a clear path for ownership transitions. From buy-sell agreements and key person insurance to executive bonus plans, she helps owners protect their businesses—and their personal wealth—through every stage of growth.

Whether someone is just starting out or preparing for a sale or succession, Sarah’s approach helps them build a strong financial foundation and move forward with confidence.

She and her husband, Bob Zhang, are building a team of financial professionals who help people dream again, walk in freedom, live generously, and make a bigger impact.

Outside of work, Sarah enjoys reading, painting, creative writing, and traveling—she’s explored fourteen countries so far. She, Bob, and their daughter Zivah live in Concordia, Missouri.

Book a discovery call

Katie Wong

Katie is a financial professional
with a background in law enforcement and 911 first response.
She heads up our Texas team, but is also positioned to work nationally.

Katie is passionate about bringing financial literacy to her community by serving individuals and training the community at large. Her goal is to end poverty cycles and set up the next generation for success.

She spent years living and working in Asia, where she applied her bachelor’s degree in East Asian Studies. She is conversational in Chinese and also speaks some Japanese.

Now, Katie live in Waco, TX, with her two cats and is preparing to be a foster mom. When she is not helping clients protect and build their wealth, she enjoys getting lost in a good book—or writing one!