Business success does not always translate into financial success. It's a story too often experienced for the impassioned business owner who has sacrificed much to get where they are. Plan to Live redefines what success means for you and your family, now and forever. We provide business owners and families the strategies to achieve both.


If you want to Plan to Live, you need to:

  • Have a plan to convert business success into personal wealth.
  • Avoid piecemealing your financial strategies with differing views.
  • Be open to new ideas for better outcomes.
  • Start making decisions based on strategies & facts; not emotion & opinions.
  • Find & employ a collaborative team to implement advanced planning.
  • Pursue your wealth & life with purpose.
  • Influence positive change in your community.