Two financial lives. One unified plan.

MoneyYogi Business

One person helping you organize the business and the life it supports.

01 / Who it's for

For people who own their work and want their money to work for them.

Business owners, sales agents, independents, and anyone whose income doesn't arrive on a tidy schedule. You don't have to manage the whole picture alone.

A business owner standing in their own space, keys in hand

The Owner

You run a shop, practice, crew, or business of your own. Revenue comes in, bills go out, and what to pay yourself is still a guess. We bring the business and home into one plan.

A freelancer working on a laptop at a kitchen table

The Independent

You work for yourself. Client payments don't follow a calendar, but your personal bills do. We build a system that works even when income changes.

A real estate agent opening a lockbox on a front door

The Agent

You're paid when a deal closes, not on a neat schedule. We help you plan around the quiet months as well as the good ones.

A sales professional on the phone, mid-conversation

The Closer

Commission makes every month look different. We help you decide what to keep, what to set aside, and what to pay yourself.

A contractor at a truck tailgate on a job site, early morning

The Builder

You pay for materials or a crew before the next check lands. We help you see what each job really leaves you.

An open road winding through golden hills at sunrise

The Freedom Seeker

Your time is yours, but managing every piece of money takes too much of it. We make the whole picture easier to run.

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02 / What's included

One picture. Fewer moving parts.

We build the setup with you, then keep looking after it as your business and life change.

Everything in MoneyYogi Personal

Your household plan, investments, monthly Money Checkups, and direct access to one person who knows the whole picture.

Automated business banking and cash flow

Guidance on setting up a banking and account structure that routes incoming revenue automatically, so your operating cash, reserves, and pay run on a rhythm. You stay in control of your accounts and transfers; your CPA handles tax advice and filing.

An easier way to keep the books

We guide you through setting up AI-assisted tools and routines to organize transactions and records. Your bookkeeper or CPA still reviews and maintains the books.

Less waste, fewer moving parts

We review subscriptions, creeping bills, fees, accounts, cards, and money flows. Then we simplify where it makes sense, while keeping business and personal records separate.

Retirement and professional coordination

We explore business retirement plans, such as a Solo 401(k) or SEP IRA, and coordinate with your CPA and attorney. Tax preparation and legal documents stay with those professionals.

Ongoing guidance for what comes next

One-on-one help to check what's working and revisit the plan as the business changes, whether you're growing, stepping back, or thinking about an exit.

MoneyYogi AI included

Personal and business spaces give you a clear, read-only view of the accounts and the next useful action.

Let's make the whole picture easier to run.

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MoneyYogi Business is a financial planning and investment advisory service of Boundless Wealth LLC d/b/a MoneyYogi Advisors, a registered investment adviser in the State of Texas (CRD #321221), provided under a separate written advisory agreement and invoiced by Boundless Wealth LLC. The 0.50% annual asset-based fee applies only to assets Boundless Wealth manages, generally with a $250,000 minimum that may be waived. Fees are negotiable. Includes MoneyYogi AI software from MoneyYogi LLC at no additional charge while your agreement is in effect. Because the planning fee is fixed, total fees can be 3% or more of managed assets for smaller accounts (about 3.38% at $250,000). Fees of 3% or more exceed the industry norm, and similar services may be available for less.