Скачать или смотреть Ep 1. Introducing The Owner's Financial Office

Introducing The Owner's Financial Office by Illuminate Wealth Management.

"Most business owners I meet are juggling too many advisors — a CPA, a wealth manager, maybe a CFO — and yet no one is truly connecting the dots. The result? Missed opportunities and often paying more in taxes than they should. And, more importantly, it can feel like you are working really hard without it translating into personal wealth and fulfillment.

I’m Ben Hockema, founder of Illuminate Wealth Management. And I created something new because I believe business owners deserve a better way to manage their business, personal, and family finances — all in one place.

Imagine having a team that handles bookkeeping, payroll, tax strategy, investments, even legal counsel and strategic coaching — but in a coordinated way, with one plan, one team, one office.
Imagine a team that saves you more in taxes each year than you pay for the service.
And imagine being able to run your business and your wealth with clarity and confidence, instead of piecing it together in silos or on your own.
That’s the vision behind The Owner’s Financial Office™.

Here’s how it works: We start with what we call the Owner’s Audit. We review everything — your corporate tax setup, past tax returns, bookkeeping, cash flow, and even your personal needs. We analyze your business using the Profit First model, so you know exactly where your money should go — owner’s compensation, profit, operating expenses, and staffing.
From there, we give you a clear set of recommendations: whether it’s restructuring taxes, adjusting profit percentages, or connecting with a strategic coach. And then you choose — you can take the plan and run with it yourself, or you can keep us on as your Owner’s Financial Office™, on a flat monthly fee.

This isn’t theory. We’ve already helped physicians save over $100k each year in taxes, guided therapy practices to expand without draining personal cash flow, and helped couples align their business and family wealth with their long-term goals.

This video is just the introduction. In the coming episodes, I’ll share real client case studies and walk through exactly how we help owners like you simplify complexity and maximize opportunity.
If this resonates with you, make sure to follow along or visit ownersfinancialoffice.com so you don’t miss what’s next."