Founder Wealth Year-End Intensive
A small-group intensive for founders and solo entrepreneurs ready to turn year-end decisions into a clearer path toward lasting personal wealth.
How much of your business success is becoming wealth that can support you beyond the business?
Revenue, expenses, and closing the books are only part of the year-end conversation. Retirement funding, protection, taxes, and a future transition all connect to the life you want to build.
This cohort is for established founders and solo entrepreneurs who:
Explore educational content on demand, then join your cohort live for guided discussion, exercises, and Q&A. All live sessions are virtual, on Tuesdays from 11:00 a.m. to 12:00 p.m. Eastern Time.
Connect personal goals with business cash flow. Explore advanced retirement funding strategies while considering operating reserves, employee costs, and funding commitments.
Explore where current and future risks could undo a lifetime’s worth of work, including future healthcare needs and threats to business continuity. Consider where business reserves end and personal financial security begins.
Explore succession and exit readiness, qualified small business stock (QSBS) considerations where applicable, and building assets outside the business to support a sustainable wealth paycheck.
Prioritize projected income and taxes, retirement contributions, compensation and distributions, estimated payments, charitable giving, and investment gains and losses—with liquidity in view.
A small cohort creates room for thoughtful questions. A private consultation helps connect the learning to your priorities.
Founder & CEO · Principal Wealth Manager · Investably
Michelle leads Investably, a boutique fiduciary wealth management firm serving business founders and high-income families. An NYU graduate, she brings 20 years of investment experience to conversations about wealth, business ownership, and financial independence.
Her approach connects financial decisions with the life each client wants to build—and coordinates the specialists needed to move that plan forward.
Her philosophy: build wealth that makes work optional, with greater freedom to live on your terms.
Read Michelle’s full storyOctober 20–November 20, 2026
Reserve your place in the Founder Wealth Year-End Intensive through our registration page.
On-demand educational content plus four live Tuesday cohort sessions, 11:00 a.m.–12:00 p.m. Eastern Time. Private consultations and follow-through continue through November 20.
Complete your registration using the secure registration page.
Both. Educational content is available on demand to review at your own pace. The cohort meets live online on Tuesdays, October 20, October 27, November 3, and November 10, 2026, from 11:00 a.m. to 12:00 p.m. Eastern Time. Your private 45-minute consultation is scheduled individually between November 12 and November 20. Plan to attend the live cohort sessions; they are the space for discussion, exercises, and questions.
No. This program is also for owners who want to work less, protect their family, fund retirement, or build future income that depends less on their daily involvement.
No. Business structure, employee demographics, profitability, cash flow, existing plans, and personal goals all matter. QSBS applies only to qualifying stock and businesses. Hybrid life/LTC coverage requires evaluation of suitability, underwriting, costs, and liquidity; it is not an automatic business deduction.
No. Adoption, election, contribution, and funding deadlines differ by strategy and circumstances. The program helps you identify decisions to address now and deadlines to confirm with your professional team.
The fee covers the cohort experience and the private consultation described above. Tax filings, legal documents, retirement-plan administration, insurance premiums, and investment management are separately scoped and are not included.
Use the “Reserve your seat” button to visit the registration page and complete your enrollment.