The Foundations · Build to last
Financial planning & estate
Pay yourself first and protect what you build, and walk out with a financial-plan outline ready for a fee-only advisor.
90 minutes · live, small group
What we'll cover
- Paying yourself first — and how much
- Separating business and personal finances for the long run
- Protecting what you build (basic estate considerations)
- What to bring to a fee-only advisor
What you'll walk out with
A financial-plan outline ready for a fee-only advisor.
The Foundations open this fall (2026). Be first to hear — and grab a free hour in the meantime — at Coffee with Quinta.
Educational only — not financial, investment, or legal advice. Consult a fee-only advisor.
Questions, answered
About this class
Who is Financial planning & estate for?
Established women founders ready to take this further. It's part of The Foundations, the plain-language business fundamentals track.
Do I need any experience?
None — every Quinta & Co. class is plain language and hands-on.
What will I walk out with?
A financial-plan outline ready for a fee-only advisor. Every Quinta & Co. class ends with something real you keep.
When can I take this class?
Enrollment opens Fall 2026. Join the waitlist at quintaand.co/waitlist to hear first — and the free monthly Coffee with Quinta is open in the meantime.