How the Lifestyle Pyramid helps business owners plan their ideal life - Compass Point Skip to main content

Meet the Lifestyle Pyramid. Its three building blocks are key to understanding what you need financially from the business today so you can fund the life you want tomorrow and beyond.

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Family business owners are passionate about what they do. They’re working to carry on a business that family built – by their parents, grandparents, sometimes even great-grandparents and beyond. These owners are so busy providing for their employees, communities, and the next generation that they often ignore their own financial future. Boiling it down to its true essence, business is a means to building wealth. And what are we supposed to do with that wealth?

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