Taking your business to the next level

Olga Starr MBA, ChFC®, CFBS, has over a decade of experience in helping business owners. Whether you are an enthusiastic start-up or a successful growing business, Olga and her team will work in partnership with you to fully understand your business, build a solid financial foundation and help you address concerns from top to bottom. 

The knowledge & passion to get you there

Olga can share with you her expertise in business planning which comes from her strong academic background.  As a professor at the American College of Financial Services, she teaches advanced retirement planning and estate planning techniques.  Additionally, she shares her specialized knowledge by authoring articles on financial education and speaking at seminars to educate business owners.

Our Process

What can business owners expect?

A Personalized Approach

Our comprehensive financial planning process will focus on your unique needs and offer you a new level of attention to help you take your business to the next level, leverage your firm to pay fewer taxes, and keep more in your pocket.

Continued Support

We will work closely with you every step of the way to help ensure your plan is well implemented, maintained and regularly reviewed.

Collaborative Effort

Our experienced team is supported by a range of specialist. We will also work with your CPA, business banker, investment banker, property and casualty specialist and attorney to ensure we have the right solutions for you.


Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.