Holistic wealth advisory services for founders
We partner with business owners to turn business success into sustainable wealth without endless scaling through integrated business and personal financial strategy and advisory.
You’ve Built a Successful Business, But Freedom Still Feels Out of Reach
You’re making good money, but it’s not always clear what you’re building toward.
Your clients love you, but you sometimes feel like you’re tied to your laptop with golden handcuffs.
You know you “should” be saving and investing more, but without a clear plan, it feels reactive instead of intentional.
Most founders don’t need more hustle or another zero added to their sales to build financial freedom.
They need strategy, systems, and stewardship that turns cash flow into real wealth.
We help founders align leadership, business strategy, and money so revenue turns into savings, investments, and long-term freedom, impact, and legacy — and their business supports their life instead of draining them.
I’m ready for a plan!
FINANCIAL FREEDOM STARTS WITH A WEALTH OPERATING SYSTEM
Our proven framework goes beyond your numbers to help you expand your business and impact, protect your profits, and build lasting wealth.
STRATEGIZE
You’ve already proven you can build a successful business, so now it’s time to clarify what you’re building and why. We’ll help you create an integrated profit to wealth strategy and align your leadership, business direction, and financial goals so you can build wealth without scaling endlessly.
SYSTEMATIZE
With your goals and vision established, we help you create profit systems to ensure your growth decisions around pricing, hiring, marketing, and expansion move you closer to personal wealth and enterprise value. This helps your business feel like it’s designed intentionally, not reactively.
STEWARD
With a clear strategy and profit engine in place, we help you execute your plan consistently and sustainably. Your business is no longer the sole source of your security – it becomes one part of a broader, well-managed wealth ecosystem that supports freedom and long-term choice.
Private wealth & business advisory services that will elevate your profits, cash flow, and net worth
Our private advisory services include holistic business and financial support from a dedicated team for established 7-figure business owners. We’ll build your customized business and personal profit to wealth strategy, implement and manage your money systems with our integrated financial operations team, and help you embody million dollar mindset and leadership so you can reach your financial freedom goals years faster.
Private wealth & business advisory services that will elevate your profits, cash flow, and net worth
Our private advisory services include holistic business and financial support from a dedicated team for established 7-figure business owners. We’ll build your customized business and personal profit to wealth strategy, implement and manage your money systems with our integrated financial operations team, and help you embody million dollar mindset and leadership so you can reach your financial freedom goals years faster.
Simple strategies to build a high profit business and implement millionaire money foundations
Inside our group offers, you’ll get the same frameworks and methodologies we implement with our private clients, tailored to your stage of business. The High Profit Society® is our signature program for business owners who want to increase profits to 6-figures with a high profit business model and learn the mindset and habits that make $1M wealth inevitable. And our intimate mastermind (coming later in 2026!) is for business owners looking to scale to 7-figures while maintaining 50% profit margins and building personal wealth.
Your Roadmap to Wealth Is Here
Turn Business Cash Flow Into Wealth With ONE Financial Plan
Grab our free training to learn the three financial shifts that turn business growth into profit, freedom, and long-term wealth
A strategic partner focused on your long-term freedom & alignment.
The vision for Young and Co is simple — to help founders like you build wealth, impact your communities, and leave a legacy by creating profitable, sustainable businesses.
I believe there’s a ripple effect when entrepreneurs are successful, from hiring and supporting local economies to innovation, and we all benefit when there’s more money in the hands of founders — especially women and people from historically economically marginalized communities.
But the traditional financial services model doesn’t work for business owners. Providers are siloed, and don’t look at your money holistically — when in reality, as a founder, your business is THE engine of your personal wealth.
You can’t create an effective money strategy without factoring in your business model, wealth plan, and money mindset… so you end up being left in the middle of it all, wondering why you’re not seeing the personal results you want from your business success.
At Young and Co, we’re here to change that by providing holistic business and wealth advisory services you won’t find anywhere else. We’re on a mission to help 100 founders build their first or next $1M in wealth — for a collective $100M impact on our families and communities.
Sarah Young, CPA, CFP®
Founder, Young and Co