A Modern System with Soul


We help visionaries build real financial infrastructure. From business strategy to tax planning, we help founders structure, scale, and secure their legacy.

What is Rooted Wealth™

Rooted Wealth is the first financial system activated within Finantopia –created to guide entrepreneurs and visionaries in reclaiming strategic control over their businesses and long-term wealth. It is our very first flagship offering.

We offer structured business growth strategies, tax forward planning, and legacy design tools that help you go from hustle to enterprise.

Whether you’re just gaining traction or preparing to scale, we deliver what traditional firms don’t: systems with soul that produce strategies for financial and organizational growth.

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Business (sprouting plant icon): Great product or service, revenue coming in, operations mostly dependent on the founder. Companyhood Kickstart (rocket icon): “We build the machine” with seven installs — Revenue Rhythm & Income Array, Client Flow & Offer Array, Marketing Engine, Financial Infrastructure, Tech Stack, Follow-Through Stack, People Systems & Governance. Outcome: a fully systemized, scalable company. Company (building icon): You now own a true company, not just a job. Runs on systems, not the founder’s time; predictable growth; clear leadership and structure. The Rooted Wealth System (tree icon): “We protect, grow, and pass on the machine” with seven pillars — Succession Planning, Ownership & Governance, Tax & Estate Strategy, Family & Leadership Alignment, Wealth Growth & Preservation, Philanthropy & Impact Planning, Legacy Documentation. Legacy (classical building icon): Your business outlives you and thrives. Smooth transition of ownership, wealth preserved and growing, culture and vision carried forward.

Who We Serve

Our clients are:

  • Visionary entrepreneurs ready to stop winging it and start building it
  • Founders navigating generational gaps, financial trauma, and a lack of trusted advisors
  • Legacy builders who want to create systems of income, ownerships, and sovereignty for future generations

What We Offer — The Rooted Wealth™ Method

A hybrid approach meeting you at the intersection of:

  • Financial Clarity: Strategy, tax planning, revenue flow
  • Legacy Structure: Life insurance, partnerships, trusts
  • Spiritual Alignment: Business built with intuition + intention
  • Protection & Planning: Tools to protect what you’re building

“It’s not just about the bag. It’s about the blueprint.”

The Journey — Your Path to Rooted Wealth™

  1. Remembrance – Soul + purpose clarity. Why you were called to build.
  2. Foundation – Choosing the right legal + financial structure.
  3. Revenue Rhythm – Mapping income streams + pricing for prosperity.
  4. Protection Tools – Insurance, tax planning, and early asset shields.
  5. Legacy Setup – Family structure, succession, spiritual wills.
  6. The New Black Wall Street – Creating communal and ancestral wealth flow. The Co-Operative Method that promotes expansion of businesses.

Includes: 6 calls, journal prompts, templates, office hours, and an optional 1:1 strategy session.

Ready to Build What Will Remain?

You’ve felt it — the call to build something that lasts, something that honors your roots and uplifts generations.

Yes, I’m Ready to Build What Will Remain