At Financial Bloc, we specialize in helping women-owned businesses build financial resilience.
Strategy first, tools second - so every move supports your goals.
Here are the most common financial resilience challenges I uncover
No financial safety net if you can't work due to long-term illness
No liquidity pool for business and personal emergencies
Jumping into investments without securing income protection first
Paying unnecessary penalties and hidden fees
Contributing to accounts that cost more than they save in the long run
Overpaying taxes in retirement without strategy
Deep-dive intensive to uncover risks
Written action roadmap
Quick clarity without long-term commitment
Full strategy for business + family
Cash flow optimization + protection plan
Delivered as a step-by-step blueprint
Regular progress check-ins
Adjustments as business evolves
Access to ongoing resources
A small business owner paying back family loans, juggling divorce while taking care of a 10-year-old child, with high-interest debt and no safety net-until we restructured everything.
Paid off $8,800 high-interest debt in 6 months
Saved $800/yr by moving Solo 401(k) to IRA
Built $10,000 emergency fund
Temporary income protection to qualified for better long-term coverage.
Converted IRA to Roth(tax-free growth)
A 52 year-old retired officer wanted guaranteed income for life so he could launch a passion project without worrying about the market.
Secured steady lifetime income from $989K pension
Guaranteed monthly income (even more than he expected)
Built-in flexibility with 30% access in the first year of the contract if needed
Added $1M tax-free income replacement for his wife
Freed to start private investigation practice by choice, not necessity
A small business family was overpaying for health insurance until we restructured their income strategically.
Shifted income legally by hiring daughter as a freelancer
Daughter qualified for a better subsidized health plan
Parents also qualified for subsidies on their coverage
Improved coverage while reducing out-of-pocket costs
Family saved $9,600 in that year
As a mom and entrepreneur myself, I understand the challenge of scaling a business while caring for a family - all while worrying about income security and the future.
I've seen too many entrepreneurs left vulnerable by traditional, product-focused approaches. That's why my work puts strategy first. I help you restructure your finances to eliminate waste, protect income, and building long-term continuity - so you can maximize what you already have and scale with confidence.
© 2025 Financial Bloc. All Rights Reserved.
Licensed Health & Life Strategist / License# P100930 Boca Raton, FL
📧 [email protected] | 🌐 www.financialbloc.com | ☎ (561) 794-4954