wealthschema/archetypes/sb-02-solo-practitioner-professional-services
SB-02Small BusinessAccumulationmoderate tax complexity

Solo Practitioner (Professional Services)

Independent consultant, attorney, CPA, therapist, or architect operating as sole proprietor or single-member LLC. Irregular income, self-funded benefits, SEP-IRA.

Fintech builders, financial software makers, and compliance teams use the SB-02 — Solo Practitioner (Professional Services) archetype across six of WealthSchema's synthetic household data sets to model households matching the Solo Practitioner (Professional Services) archetype without exposing real customer PII.

Age Range
32–55
Net Worth
$100k–$1M
Cohort
Small Business

Schema fields covered

Every SB-02 household ships with — at minimum — these JSON fields populated. The full schema is documented in the data set you purchase.

members[].age
income.combined_gross
net_worth.total
filing_status
longitudinal.monthly[].net_cash_flow
longitudinal.monthly[].savings_rate
stress.scenarios[]
liquidity.months_of_expenses

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Life Stage

Formation
Accumulation
Preservation
Distribution
Transfer