"I am a business owner, an entrepreneur, or self-employed and want an advisor to help me manage my resources, reduce taxes when possible, and navigate the complexities of owning and running a business."
Our Business Owner's & Self-Employed
Financial Planning Services Include:
A free, no obligation 30 minute introductory meeting via phone or video chat (like Zoom or Google Meet) to see if we are best suited to serve you
Usually 4-8 meetings per year in the first 1-2 years depending on the complexity of the situation
Annual reviews with semiannual or quarterly check up during following years
Reasonable, ongoing access to your financial planner
Comprehensive financial analysis of:
Business and personal resources
Net worth
Personal budgeting and cashflow
Personal savings goals
Retirement savings
Investment allocation
Insurance planning and risk management
Business tax strategies
Personal tax strategies
Estate planning strategies
Investment portfolio management
Review of business plans, decisions and opportunities
Ongoing financial planning and advisement
Access to financial organization and management software and cashflow tools
Based upon the complexity of your situation and the responsibilities delegated to us.
"I am a business owner who needs additional services for my successful business to help it run efficiently, retain talent, and grow to the next level."
Add-On Business Consulting Services
Exit strategies
Succession planning
Employee financial planning at discounted rates
Real estate portfolio strategies
Business retirement plans (401K, pensions, etc.)
Business process and workflow planning and improvement
Employee financial education classes
Based upon the complexity and timeframe of the project as well as the responsibilities delegated to us.
