"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
Personal budgeting and cashflow
Personal savings goals
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
Starting at $2,500 per quarter
Based upon the complexity of your situation and the responsibilities delegated to us.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Semitam Bonam LLC d/b/a Great Path Planning (“Great Path”) is a registered investment adviser with the United States Securities and Exchange Commission offering advisory services in the State of New York and in other jurisdictions where exempted.Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Great Path, unless otherwise specifically cited.Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.