Most entrepreneurs don’t have a money problem; they have an execution problem.
They’re smart. They earn well. They make good decisions in their business.
Yet their personal finances feel fragmented, reactive, and overly dependent on guesswork.
At Breakaway Financial Group, we exist to change that.
We help entrepreneurs build wealth intentionally, using a clear system that removes friction, automates progress, and creates confidence over time.
No noise.
No market theatrics.
Just disciplined execution.
Traditional financial planning is built for retirees. Advice-heavy. Product-driven. Slow to adapt.
Entrepreneurs need something different. They need:
Most financial advice sounds good but lives in theory.
We start by creating clarity around your entire financial picture, cash flow, taxes, investments, and long-term goals, so every decision is connected to a larger strategy. No disconnected recommendations. No one-size-fits-all plans.
You always know why something exists and how it moves you forward.
Advice without execution is just a good conversation.
At Breakaway, implementation is part of the process. We help put systems in place, coordinate moving parts, and follow through; so progress happens whether life gets busy or not.
This is how plans turn into outcomes.
Willpower fades. Systems don’t.
We design your financial life to work automatically in the background, from saving and investing to tax planning and cash flow management, so wealth building becomes consistent and predictable.
The goal isn’t perfection.
It’s momentum without friction.
Most financial advice sounds good but lives in theory.
We start by creating clarity around your entire financial picture, cash flow, taxes, investments, and long-term goals, so every decision is connected to a larger strategy. No disconnected recommendations. No one-size-fits-all plans.
You always know why something exists and how it moves you forward.
Advice without execution is just a good conversation.
At Breakaway, implementation is part of the process. We help put systems in place, coordinate moving parts, and follow through; so progress happens whether life gets busy or not.
This is how plans turn into outcomes.
Willpower fades. Systems don’t.
We design your financial life to work automatically in the background, from saving and investing to tax planning and cash flow management, so wealth building becomes consistent and predictable.
The goal isn’t perfection.
It’s momentum without friction.
Our philosphy is directly connected to the story that initiated the creation of Breakaway Financial Group
Clients don’t hire Breakaway for one person; they hire a process supported by a team.
Our team is designed around:
Every role exists to support one outcome: making sure your financial plan actually gets executed.
This team-based approach allows us to stay proactive, responsive, and focused, without relying on a single point of failure.
If you believe wealth shouldn’t be left to chance, and that execution matters as much as strategy, you’re in the right place.
Breakaway Financial Group exists to help entrepreneurs move forward with confidence, one intentional step at a time.
Let’s start your journey to financial freedom together.
