The Weight She Carried
After 15 years of climbing the corporate ladder, Jessica was ready to launch her consulting firm. But the transition from a steady paycheck to entrepreneurial uncertainty kept her up at night, questioning if she was making the right choice.
- Leaving $165K annual salary with no guaranteed income replacement
- Worried about maintaining her lifestyle during the business startup phase
- Uncertain about business structure and tax implications
- Concerned about falling behind on retirement savings during the transition
She knew she wanted to start her own business, but she was terrified of making a mistake that would set her back financially for years.
How Align360™ Worked for Jessica
01. ORGANIZE & ALIGN
Foundation Building
We organized her finances and defined exactly how much runway she needed to feel confident during the transition.
02. ANALYZE & COLLABORATE
Risk Management
Together, we modeled different business scenarios and created contingency plans that gave her security during uncertainty.
03. RECOMMEND & IMPLEMENT
Confident Launch
We set up her business structure, emergency fund, and systematic investment plan for business profits.
The Transformation
Jessica launched her business with complete confidence, knowing she had a financial safety net and clear plan for growing her wealth as an entrepreneur.
- Built an 18-month emergency fund that eliminated startup anxiety
- Achieved $185K revenue in her second year, exceeding corporate salary
- Set up Solo 401(k) for her retirement contributions
- Created a systematic plan for reinvesting business profits
The Real Result
She went from feeling scared about leaving corporate security to feeling empowered as a business owner. Having a clear financial plan gave her the confidence to take the leap and build something meaningful on her own terms.