Focused Founders Wealth Planning
Financial Advice for Millennial and Gen X Entrepreneurs with ADHD
Focused Founders Wealth Planning · MOUNT JOY, Pennsylvania
Is this you, Caleb?
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About
I specialize in Gen X and Millennial Entrepreneurs with ADHD. I provide fiduciary, fee-only comprehensive financial planning. The main concerns a lot of my clients have center around tax planning and how the value of their business should factor into their retirement or succession plan. My proprietary system, the Founders Hierarchy of Financial Needs, addresses all of these and much more in a simple checklist approach.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Founders
- Early-career professionals
- Pre-retirees
- Multi-generational families
- Real estate investors
- Cross-border families
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Services
- Insurance Planning
- Insurance/Risk Management
- Investment Management
- Life Transition Planning
- Liquidity & Exit Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
Structured record
| Name | Focused Founders Wealth Planning |
|---|---|
| Firm | Focused Founders Wealth Planning |
| Location | MOUNT JOY, Pennsylvania |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer · One-Time Financial Planning Fee · Hourly Rate |
| AUM | Under $25M |
| Founded | 2024 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Investment approach | Blend of both |
| Website | https://www.focusedfounderswealthplanning.com/ |
| https://www.linkedin.com/in/%F0%9F%93%88caleb-bogia-curles-cfp%C2%AE-964823b8/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Real estate investors
- Equity compensation
- Sustainable & impact investing
- Pension planning