You Know How to Design Buildings.
Do You Have a Blueprint for Financial Abundance?
Financial Advisor in Bozeman & Business Planning for Architects, Engineers, & Business Owners.
Are You an Architect or Engineer Who Wants To:
✅ Achieve Financial Peace
✅ Build Financial Confidence
✅ Experience Financial Abundance
If So, We Can Help
As Featured In
How We Help
Our Wealth Blueprint system is the step-by-step system designed specifically for Architects and Engineers to guide you from Financial Stability to Prosperity and ultimately to Abundance.
The Wealth Blueprint will guide you through three key stages of financial growth:
Achieving Financial Peace – Gaining clarity on where you stand financially and addressing the foundation of your financial system.
Building Financial Confidence – Aligning your investments, tax strategies, and risk management to create a solid, confident financial future.
Experiencing Financial Abundance – Moving beyond stability to create a legacy, generate multiple streams of income, and make an impact that reflects your personal values.
This guide serves as a roadmap, helping you lay the financial foundation that supports not only your business success but also the life of freedom and fulfillment you deserve.
Success Stories from Professionals Like You
Case Study #1: Mastering Business and Personal Wealth for Matt and Lisa
Matt, an architect and solo firm owner, and his wife Lisa, parents of two young children, experienced significant business growth over the past two years. Despite making more money than ever before, they were unsure how to manage their newfound wealth effectively. Their goals were to minimize taxes, build personal wealth beyond the business, and make smart financial decisions. Additionally, they wanted Matt to work less without sacrificing income, allowing him to spend more time with his family.
Results Achieved:
Tax Optimization: Implemented tax-saving strategies, including setting up a solo 401(k), which reduced their tax liabilities and increased their retirement savings.
Investment Diversification: Developed a diversified investment plan beyond their business, enabling them to build personal wealth through assets like real estate and stocks.
Cash Flow Management: Introduced an automated financial system that simplified day-to-day cash flow management, reducing stress and uncertainty.
Work-Life Balance: Designed a financial plan that allowed Matt to work fewer hours without sacrificing income, giving him more time with his family and community involvement.
Future Planning: Established a 529 college savings plan for their children's education and set up a charitable giving strategy to align with their desire to give back.
Case Study #2: Growing Financial Prosperity for John and Sarah
John, a senior engineer at a well-established firm, and his wife Sarah had diligently saved over $600,000 in their 401(k) accounts. As their portfolio grew, they began to feel overwhelmed by its complexity and the uncertainties of market volatility. With dreams of making work optional to pursue passions like woodworking and travel, they sought guidance to ensure their investments were on track and that they could confidently plan for large expenses like their child's education.
Results Achieved:
Investment Strategy Alignment: Developed a customized, defense-first investment plan to minimize volatility and align with their long-term goals.
Financial Clarity: Provided a comprehensive financial assessment, giving them a clear understanding of their financial standing and future projections.
Automated Financial System: Implemented an automated system for savings and investments, reducing daily financial stress and freeing up time for their passions.
Tax Efficiency: Collaborated with their CPA to optimize tax strategies, reducing their tax burden and increasing after-tax income.
Retirement Roadmap: Created a clear plan for John to make work optional, allowing him to pursue woodworking while ensuring their financial security.
Your Financial Questions Answered
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I am not an Architect or Engineer, can I still work with you?
Yes, we specialize in working with Architects and Engineers but also work with all types of people and professions.
I’m not sure if I can trust you with my money.
Trust is important, and we take that seriously. We are transparent in our approach, provide clear communication, and offer two no-obligation meetings so you can get to know us before deciding to work together. Check out our Case Studies to see what working together can look like.
Why do I need you, can’t I just do this all myself?
You certainly can. But are managing your finances and investments your strength? If so, great, keep doing it! If not, then it might be worth bringing in some support. Don’t neglect one of the most important areas of your life because you will get to it “tomorrow”. Leverage your finances to be the tool that allows you to live the life you always dreamed of.
Frequently Asked Questions
Meet Your Financial Engineer
Have you ever wondered if you financial plan could be as detailed as your construction drawings?
So did I.
I'm Ryan Sullivan, PE, and I've traveled your path.
With over a decade of experience in the building industry, I've transitioned from constructing buildings to constructing financial success stories. As a licensed Professional Engineer, I've led groundbreaking projects and forged valuable relationships within our industry.
Throughout my career, I've built more than structures; I've built lasting bonds with professionals like you. Our discussions often revolved around financial concerns, leading me to realize that my financial expertise could complement your professional journey.
Your Success, Our Mission:
At Off the Beaten Path Financial, we're not just financial advisors; we're the engineers of your financial prosperity, committed to simplifying wealth complexities and securing your future.
Your financial journey is as unique as your designs.
Let's craft a blueprint for financial abundance together.
Why Us
We draw from our engineering roots to approach financial challenges with precision, systematic problem-solving, and meticulous attention to detail.
Engineering Precision
With a background in engineering, we bring an understanding of the architectural and engineering fields. We know your industry, allowing us to tailor financial strategies that truly resonate.
Architect Engineer Focus
Our proprietary Wealth Blueprint process guides you through achieving financial peace, confidence, and abundance, specifically designed for professionals in the built environment.
Wealth Blueprint
We align your financial strategies with your passion for adventure and the outdoors, understanding the value you place on freedom and life experiences.
Adventure Inspired
Your financial journey is unique. Our independent and specialized firm can work closely with you on the areas that you care about most.
Holistic and Personalized
We believe in financial advice free from conflicts of interest. We don't sell products, earn commissions, or hide fees. Explore our transparent pricing on our Pricing page.
Fee-Only Advice
Your financial success is our top priority. As fiduciaries, we are bound by a duty to act in your best interest, always.
Fiduciary Responsibility
We've intentionally structured our firm to serve individuals at all asset levels. Our mission is to extend the benefits of professional financial advice to everyone.
No Asset Minimums
Ready to Experience the Difference?