$10M+
Potential QSBS Exclusions
Women's Wealth Initiative
Most advisors manage your portfolio. We manage your transition from Founder to financial certainty — protecting what you're building while it's still locked in equity.
The Founder's Financial Gap
You're scaling a company worth millions, but your bank account doesn't reflect it yet. You're a paper millionaire — and nobody's talking about what that actually means for your life.
Series A funding is a major win — but it creates complex liabilities that catch most founders off guard. AMT, QSBS, phantom income from K-1s: the details matter enormously.
Dilution, ISOs, NSOs, exit planning — most founders figure this out too late, after costly decisions are already made. Don't leave your family's future to a generalist.
A niche within a niche
Navigate equity dilution, protect your personal finances while your wealth is locked in the company, and eliminate avoidable taxes on your eventual exit.
The unique tax, estate, and social dynamics of being the primary earner require planning that honors your ambition and protects your family.
College funds for your children while navigating aging parents' estates is one of the most complex seasons of a woman's life. We help you carry both.
Re-entering financial planning after a long marriage is daunting. We help women rebuild with clarity, confidence, and a plan entirely their own.
Our Proprietary System
We don't hand you a portfolio and disappear. We build a fully integrated strategy connecting your business, your taxes, and your life — in real time.
Why CAER
| Feature | Typical "women's wealth" firm | CAER Financial Group |
|---|---|---|
| Primary focus | Retirement & budgeting | Equity, tax & scaling |
| Ideal client | Anyone with savings | Founders & high-earning women in transition |
| Tax knowledge | General referral to a CPA | Deep QSBS, AMT & K-1 integration |
| Communication | Quarterly review meetings | Real-time strategic partnership |
| Expertise | Separate from personal planning | Business & personal fully integrated |
| Foundation | Product-first | Faith, family & your legacy first |
Your Advisor
Jessica began CAER Financial Group with her husband Thomas at their dinner table — as parents of six — because they knew what was truly at stake for families. Her Women's Wealth Initiative wasn't born from a marketing strategy. It was born from a mission.
As CEO and Managing Partner, she understands that for female founders and breadwinners, the personal and professional are inseparable — and she plans accordingly.
"A woman's financial plan should be a place of refuge, not anxiety."
Jessica Arnwine · CEO & Managing Partner
The tax and equity moves that protect a founder's exit have to happen before the round closes — not after. We take on a limited number of founders at a time so the strategy stays hands-on. Book your Strategy Audit while your window is still open.
Reserve My Time →A Strategy Audit is a focused 45-minute conversation about where you are and what it will take to protect what you're building.
Focused · Confidential · 45 minutes