Breakaway Financial Group
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Our firm is led by a CERTIFIED FINANCIAL PLANNER with a heart of a teacher. We take a look at our clients' Investment Positioning, Tax Planning, Estate Preservation and most importantly Cash Flow Management needs. We advise our clients holistically to help them get more out of their money. Because so much of our lives depends on how we manage it.
09/18/2025
If you're running your business based on your bank balance... you're not alone.
Most entrepreneurs are making high-stakes decisions with nothing but guesswork and gut checks:
-Can I afford to hire?
-Should I pay myself this month?
-Is it safe to invest in growth?
Here’s the truth: Your bank balance is a lagging indicator. It tells you where you've been, not where you're going. If you want to lead your business with clarity (instead of anxiety), you need to watch these 3 numbers instead:
-Owner’s Pay % : How much are you actually keeping?
-Rolling 12-Month Profit : One good month doesn't build wealth.
-Breakaway Cash Buffer : Your permission slip to breathe, build,
and grow.
Most people don’t track these, but they change everything. Want help getting clear on yours?
Feeling behind on your finances—even though you’re making more than ever?
It’s not a discipline problem. It’s a system problem.
09/01/2025
Want a breakdown of how to make these work? I’ve got a guide—DM me or comment “TAX WINS” and I’ll send it over
08/22/2025
If you're only thinking about taxes in April...
You're playing defense with your money.
Click here to claim your Sponsored Listing.
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Contact the business
Telephone
Address
1193 Plantation Lane
Mount Pleasant, SC
29464
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
