Financial Planning for Entrepreneurs

As a business owner, it's hard to find time to dedicate to your personal finances. 
Our CERTIFIED FINANCIAL PLANNER™ professionals help you organize and simplify your financial life, giving you more time to focus on what you do best. 
 
SCHEDULE A CALL TO GET STARTED

Pricing - Financial Planning Packages

Choose the plan that best fits your needs. Each package includes up to three 90-minute meetings where we'll cover each of the points below, giving special attention to your top priorities. The end result: specific recommendations tailored to you.

SILVER

$2500

ONE-TIME FEE

Personal Cash Flow Planning

Emergency Fund

Debt and Student Loan Payoff

Credit Report and Credit Score Review

Personal Insurance Assessment

Investment Risk Assessment and Rebalancing Recommendations

Wealth –building Individual Retirement Accounts—Roth vs. Traditional

Higher Education Planning

Business Organization: Proprietor vs. LLC vs. Sub S Corporation

Retirement Plans for Small Businesses: SEP IRA, SIMPLE IRA, and 401K plans

Financial Plan Creation

6-month Follow Up Meeting

Get Started by Scheduling a Call

GOLD

$3000

ONE-TIME FEE

Personal Cash Flow Planning

Emergency Fund

Debt and Student Loan Payoff

Credit Report and Credit Score Review

Personal Insurance Assessment

Investment Risk Assessment and Rebalancing Recommendations

Wealth –building Individual Retirement Accounts—Roth vs. Traditional

Higher Education Planning

Business Organization: Proprietor vs. LLC vs. Sub S Corporation

Retirement Plans for Small Businesses: SEP IRA, SIMPLE IRA, and 401K plans

Tax Scenarios for Sole Proprietor, LLC, and S Corporation

Further Tax Scenarios with Employer-Sponsored Retirement Plan

Financial Plan Creation

6-month Follow Up Meeting

Get Started by Scheduling a Call

Need something more than a financial planning package? Consider a financial planning subscription.

We prioritize and address all of your personal financial goals and concerns.  Together we'll establish a strong financial foundation based on your needs and life stage. Then we'll build on this foundation over the long term.

Financial Planning Subscription

Take control of your money

Don't go it alone. Think of us like your personal trainer, but for your money. We work alongside you by giving you sound financial advice (not products). Get financially fit and start working with our experienced CFP® professionals. Financial freedom and peace of mind starts here.

Life is Complicated Enough... 

You care about the well being of your personal finances. What are the appropriate steps to developing a strong budget? Creating a personal budget is the first step to financial freedom. Get started and simplify your life today.

Free Guide: Your Guide to Creating a Budget

Schedule a complimentary 15-minute phone call

Tell us your primary goal(s) or concern(s). One of our CERTIFIED FINANCIAL PLANNER™ professionals will contact you at the scheduled time. Once we have a picture of your money goals, we'll schedule a follow up in-person or virtual session to get started.

Frequently Asked Questions

Our goal is to make our time together as valuable as possible.  By receiving some basic information up front we'll have a running start to focus our conversation on what matters most to you. Please note that any information you provide us is strictly confidential. 

For all financial planning engagements minimums do not apply. This is a purely advice based engagement. If you decide after completing your financial plan to invest your money with us, the minimum investment requirement is $100,000.

Yes!  We love using Zoom for web conference meetings.  Please let us know whether you prefer a virtual or in-person meeting when scheduling your appointment.

Yes!  As CFP Board certified financial planner professionals we are fiduciaries.  This means we follow the best interest standard of client care - first, foremost, and always. 

Yes we do!  Financial planning and investment management are two separate services.  We offer financial planning à la carte, in comprehensive financial planning packages, or by annual subscription.  Separately, we offer investment management services (not products!).

Absolutely!  Information you provide us is strictly confidential. 

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