Welcome to Small Business Bookkeeping Mentor! I'm thrilled you're here.

Here's How to Get Started:

📚 Take the Course

The Three-Fund Portfolio Mastery course walks you through everything step by step — from understanding the three funds to making your first purchase. It's designed for busy business owners who want a proven investing strategy without the complexity.

💬 Join the Member Community

Connect with fellow small business owners on the same journey. Ask questions, share your progress, and stay accountable.

📋 Follow the Roadmap

The final lesson maps out your path from first investment to financial independence, with real compound growth numbers.

What Makes This Different:

• No jargon — Everything explained in plain language

• Specific fund recommendations — Exact tickers for Vanguard, Fidelity, and Schwab

• Business owner focus — Tax strategies and account types unique to entrepreneurs

• 30 minutes/year maintenance — Set it up once, then get back to your business

Ready? Enroll in the course and start Chapter 1 today. Your future self will thank you. 💪

If you're a small business owner pouring all your energy into growing your company, investing probably feels like something you'll "get to eventually."

But here's the truth: every year you delay investing costs you exponentially more than the last.

The three-fund portfolio is a strategy endorsed by Nobel Prize-winning economists, used by Vanguard's founder Jack Bogle, and proven to outperform 80-90% of professionally managed funds over any 15+ year period.

It uses just three index funds:

• 🇺🇸 U.S. Total Stock Market

• 🌍 International Stock Market

• 📊 U.S. Bond Market

Total annual cost on a $100K portfolio: about $95.

Time required per year: about 30 minutes.

I built this course specifically for busy small business owners and solo entrepreneurs who know they should be investing but don't know where to start.

Inside the course, you'll learn:

✅ Exactly which funds to buy (specific tickers for Vanguard, Fidelity, and Schwab)

✅ How to choose your allocation based on your business situation

✅ Tax-advantaged accounts that give business owners 3x the contribution limits of employees

✅ A step-by-step first purchase walkthrough

✅ A long-term wealth roadmap with real compound growth numbers

Stop overthinking. Start compounding. Your future self will thank you.

Join the membership to access the full course, community, and ongoing updates.