DIY Services

The Full Plan, Built by Experts.
Implemented by You.

The financial system wasn't built for you. Black Mammoth® was.

Not ready for an ongoing engagement? These project-based services hand you a complete, professional-grade financial plan and the support to run it yourself. Built for women, minority, and LGBTQ business owners who want the roadmap without the retainer.

Schedule Your Free Consultation Not sure where you stand? Take the Reality Check first.

First, Make Sure You're on the Right Page.

Need a diagnosis, a quick fix, or expert answers to specific questions? That's the Power Hour ($250). One hour, your next three moves.

Want the complete financial plan handed to you, ready to implement yourself? You're in the right place. Two options below.

Want it all done FOR you, ongoing? That's the Modern Family Office.

Option One

The Financial Plan Review

Your financial second opinion. Whether you already have a plan and want to know if it's actually working, or you're starting from scratch and want expert eyes on the full picture, this is a comprehensive one-time deep dive that evaluates, optimizes, and strengthens your entire financial foundation.

For Individuals
  • Investment Review: your portfolio, private markets to stocks, aligned with your goals
  • Insurance Audit: coverage verified for when life throws the curveball
  • Cash Flow Optimization: income, expenses, and making the money work harder
  • Goal Planning: clear, achievable steps, short-term and long
  • Tax Strategy: savings opportunities found, more money kept
For Business Owners (everything left, plus)
  • Business Financials Analysis: P&L, balance sheet, the metrics that matter
  • Entity Structure Review: is your setup saving you taxes or costing you them
  • Advanced Tax Planning: strategies that connect the business and the household

Every Plan Review includes continued support via Slack, so you're never left alone with a binder.

Individuals $3,000  ·  Business Owners $6,000

50% upfront, 50% on delivery.

Book Your Free Plan Review Consult
Option Two

The Financial Freedom Blueprint

A one-day, concierge-level deep dive into every layer of your financial life. This is not a quick consultation.

Over the course of a single focused day, we analyze everything, bring in specialists where your situation demands them, and hand you a fully customized 12-month action plan with absolute clarity on where you stand and exactly where you're going.

Step 1

Comprehensive Financial Analysis.

Every piece of your financial picture: strengths, weaknesses, and the opportunities hiding in both.

Step 2

Expert Collaboration.

For business owners: focused sessions with specialists in marketing, legal, tax, and lending to attack your specific challenges.

Step 3

Your 90-Minute Strategy Session.

Everything comes together. We walk you through your tailored plan and deliver your step-by-step implementation guide.

Step 4

Implementation Support.

A 12-month action plan, 60 days of unlimited Slack access to our team, and ongoing service proposals if you ever want us to take the wheel.

Business Owner Exclusives

  • Specialist Strategy Sessions across marketing, legal, tax, and lending
  • Custom Business Deliverables that integrate with your business goals
  • A guest episode on the NoBS Wealth Podcast, putting your business in front of a broader audience

Individuals $6,000  ·  Business Owners $12,000

50% upfront, 50% on delivery.

Book Your Free Blueprint Consult

Plan Review or Blueprint?

Pick the Plan Review if
  • You want expert eyes on what you've built, or a complete plan to start from
  • You're comfortable implementing on your own timeline
  • You want the professional-grade foundation without the concierge day
Pick the Blueprint if
  • You want the full deep dive done in one focused day, specialists included
  • You want a 12-month roadmap plus 60 days of our team in your corner
  • You value the concierge experience, and the podcast spotlight doesn't hurt

Still not sure? That's a ten-minute conversation, and the consultation is free either way.

The Mess Is the Job.

You don't need to organize anything before you get here. Bring the shoebox, the spreadsheet you abandoned in March, the accounts you forgot you had. Nobody gets judged for the mess. Sorting it is literally what you'd be paying us for.

Ready for the Whole Plan?

One free consultation figures out which option fits. Then we build it, hand it to you, and you run it. Your plan, your pace, our expertise behind every page.

Schedule Your Free Consultation Want the quick version first? Book a Power Hour ($250)  ·  Not sure where you stand? Take the Reality Check