Business Owners


"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
  • Cost  
    Starting at $2,500 per quarter

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
  • Cost  
    Starting at $10,000

Based upon the complexity and timeframe of the project as well as the responsibilities delegated to us.