Your Financial Life Is Not One Problem.
It Is Every Problem Connected.
The financial system wasn't built for you. Black Mammoth® was.
Ongoing planning built for women, minority, and LGBTQ business owners who are done managing every piece of their financial life in isolation. Cash flow, taxes, investments, insurance, retirement, and legacy. One plan. All year. Always in your corner.
Schedule Your Holistic Planning Consultation Not sure where you stand? Take the Reality Check first.First, Make Sure You're on the Right Page.
Need a diagnosis or fast answers? That's the Power Hour ($250).
Want a complete one-time plan you implement yourself? That's DIY Services.
Want a planner in your corner all year, coordinating everything as life happens? You're in the right place.
Want your entire financial life run FOR you? That's the Modern Family Office.
Everything, Coordinated. Not Everything, Scattered.
A plan you build once goes stale the first time life moves. Holistic planning is a subscription to staying current: we plan, adjust, and coordinate with you as your business and your life actually happen. Included, ongoing:
- Budgeting and debt analysis
- Goal planning
- Investment portfolio optimization
- Insurance reviews and planning
- Cash flow optimization
- Employee benefits review
- Tax planning
- Retirement planning
- Legacy planning
From $500 per month
Subscription based. Your exact fee depends on the complexity of your situation, and we set it together in your proposal before anything starts. No surprise invoices, ever.
Schedule Your Holistic Planning ConsultationThe Six Layers We Keep Working Together
Budgeting and Debt Analysis
The foundation. We examine what actually comes in and goes out, find the leaks, and build the strategy that frees up money for the goals instead of the interest payments.
Goal Setting and Planning
A home, a kid's education, an exit, a retirement that starts on your schedule. Real goals get real numbers and a step-by-step path from your current situation, not a fantasy one.
Investment Portfolio Optimization
A diversified strategy aligned with your risk tolerance and your timeline, built for long-term growth and stability instead of whatever the loudest headline wants you to do this week.
Insurance and Risk Management
Life is unpredictable and pretends otherwise until it isn't. We assess your actual exposure, close the gaps, and make sure the coverage protects your income, your assets, and your people.
Tax Planning and Efficiency
Taxes planned before deadlines instead of mourned after them. We hunt the savings opportunities all year, keep you compliant, and keep more of your money yours.
Retirement and Legacy Planning
A retirement strategy that holds up in your later years, and a legacy plan that moves your wealth where you want it, on your terms, without leaving your family a puzzle.
Ready to Stop Doing This Alone?
You have been managing business finances, personal accounts, taxes, and investments in separate silos with no one coordinating the full picture. That is what changes here. One team. One system. Everything working together.
Schedule Your Holistic Planning Consultation Not ready for ongoing planning? Start with a Power Hour ($250) · Take the Reality Check