Designed with You in Mind

The Entrepreneurial Edge™ is specially designed to address the unique needs, and complexities, of running your own business.

We begin with you personally, often the most neglected part of being a business owner, taking you through the Life + Wealth Integrator to get a sense of your unique strengths, critical life priorities and particular financial goals and needs, now and in the future. From there, we begin to integrate the personal and business sides of your life.

Omega helps you regain your life, find the strategic thinking time to identify what’s important personally and professionally and effectively translate it into a cohesive plan, complete with a team of advisors* to achieve your goals.

As an added bonus, The Entrepreneurial Edge™ provides you with unique exercises and assessments to help you look at your business differently and begin to maximize the benefits of business ownership and value of your business. Finally, because entrepreneurs are often pulled in many directions, you also have the opportunity to be coached monthly around your business and personal goals by Lisa Kirchenbauer, Founder & President of Omega Wealth Management, LLC and an entrepreneur with more than 20 years of experience.

*Omega does not prepare tax returns nor do they draft estate planning documents or sell insurance. Omega will refer you to a professional who can assist with the implementation of these strategies, and coordinate with those professionals to help create the best strategy for you.