Agate Financial Partners has introduced its Empowered Wealth Method, a private, application-only advisory system tailored to female entrepreneurs earning between $250,000 and $5 million in annual revenue.
The launch addresses a well-documented gap in financial planning as business success often doesn’t translate into long-term personal wealth, especially for female-led businesses in professional services.
The Empowered Wealth Method integrates five distinct components: the Women’s Wealth Compass, Prosperity Pathway, Legacy Wealth System, Financial Freedom Formula, and Ongoing Optimization. This proprietary framework combines tax-saving strategies, succession preparation, and post-exit planning, offering clients a coordinated approach that differs from traditional investment-only financial planning models.
“Too many women entrepreneurs feel successful on paper but uncertain about their financial future,” said Lori J. Ellingson, CRPC and founder of Agate Financial Partners. “The Empowered Wealth Method is designed to replace that uncertainty with clarity, confidence, and control.”
The launch comes at a time when women-owned businesses generate over $1.9 trillion in annual revenue in the U.S., yet fewer than 25 percent have structured exit or succession plans. IRS data indicates that business owners commonly overpay in taxes due to ineffective structuring or overlooked deductions. Agate’s system addresses these challenges with tools like its Tax-Savings Opportunity Scan, Post-Exit Wealth Blueprint, and Strategic CPA Integration Protocol.
By limiting new client onboarding, Agate ensures clients benefit from deep, customized planning through working closely with their legal and accounting teams. The Lifestyle Freedom Forecast offers business owners a view of their 1, 3, and 5-year wealth trajectory, helping them align daily decisions with long-term financial goals.
Agate’s approach positions the firm as a leader in delivering advisory services that merge fiduciary guidance with editorial-level education. More than a wealth management plan, the firm’s system offers women business owners a strategic framework to exit on their terms and build enduring wealth.
Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, Insurance License 0644976), member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Company Details
Organization: Agate Financial Partners
Contact Person: Lori J. Ellingson
Website: https://www.agatefp.com/
Email: Send Email
City: Newport
State: Oregon
Country: United States
