Home | Backbone Planning Partners

Our Mission

We advise private businesses owners generating $5m+ in annual revenue on strategies to increase the value of their business and help them and their families have confidence and clarity in their financial future.

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Our Core Values

At Backbone Planning Partners, we believe in constant collaboration, integrity, proactivity, charity, volunteering, relentless curiosity and learning.

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Collaborative Effort

It is a collaborative group that shares tools, resources and personnel, and offers advanced training and technical support to specifically serve the business community.

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Private Business Owners

We want to make your lives easier and more fulfilled, give you clarity around what you've already done (or haven't done), and help expose you to new ideas to improve your current situation.

Meet the Team

Business Owner Financial Planning

Business Succession

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Executive Compensation

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Employee Benefits

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Entity Planning

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"We know that achieving our client’s goals requires more than just information; it requires personal knowledge of the client and their financial aspirations."

Backbone Planning Partners

"Our passion to help others and the community are at the forefront of our work."

Backbone Planning Partners

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