421 | End-of-Year Financial Planning for Product Business Owners with Mary Beth Storjohann, Allora Wealth
On today’s episode, we are digging into the financial side of running a creative product business and I've invited someone that I deeply trust with both my personal and business finances.
It's Mary Beth Storjahan from Allora Wealth. Mary Beth and I have worked together since 2016 and she has guided my husband and I through everything from financial planning for the family to long-term business strategy.
She's one of the few financial planners and advisors who really understands how intertwined your life and your business become when you are a small business owner.
Her approach to “whole life wealth,” is exactly what so many founders need. It's a practical framework for building stability today while also setting yourself up for future security. In this conversation, we're going to get into real, actionable steps that you should be taking before the end of the year.
These are things that can save you money come tax time and also support your long-term financial health. We will talk about blind spots that she sees most often with creative entrepreneurs and why getting clear on your enough number can change how you plan and make decisions.
If you want to finish the year on solid financial footing and also set yourself up for success in the future, this episode is going to be incredibly useful for you.
Before we get into today's conversation, if you are serious about growing your product-based business, you need to be inside of Proof to Product LABS. LABS is where creative product brands go for coaching and strategies, community and accountability that actually move the needle.
We're talking stronger sales, better systems, smarter marketing, and a clearer plan for profit. If you are ready to stop guessing and start really growing with proven guidance, then come join us in LABS.
MEET MARY BETH
Mary Beth Storjohann, CFP®, is a nationally recognized financial planner, speaker, and writer with two decades of experience helping women, business owners, and families navigate money with clarity, calm, and purpose. She’s the Founder and CEO of Allora Wealth, a boutique financial planning firm built to simplify complexity and create “whole-life wealth” through values-aligned guidance.
Before launching Allora Wealth, Mary Beth founded and merged her first firm, then went on to serve as Co-CEO of a $3.5B RIA. Her work has been featured in The New York Times, Forbes, and CNBC, and she’s known for sparking honest, empowering conversations about money, power, and purpose.
She also writes Between Tables, a Substack newsletter exploring the intersection of money, meaning, and modern womanhood. Through her speaking, writing, and client work, Mary Beth helps high-achieving women use money as a tool to create options, peace of mind, and a life aligned with what matters most.
CONNECT WITH MARY BETH
WEBSITE: https://allorawealth.com| INSTAGRAM: @marybstorj | LINKEDIN: @marybethstorjohann
Connect with Katie Hunt
Katie Hunt is a business strategist, podcaster, mentor and mama to four. She helps product based businesses build profitable, sustainable companies through her conferences, courses and coaching programs.
Website: prooftoproduct.com | Instagram: @prooftoproduct
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