Removing the stress of
Financial Planning made for Business Owners
Comprehensive Financial
Strategy for your
Business
Cash Flow
Spreadsheets, apps, envelopes, are any of these things actually helping? We prioritize creating healthy financial systems and habits for long term results.
Bookkeeping
One of the biggest requirements of time and expertise from a business owner is their books. This is where you get tax deductions, accurate reports, and a clear picture of how your business is doing. We handle all your books for you and work with you to interpret the data.
Insurance
Insurance gaps for someone’s disabilities, liabilities, life, or health can cause massive unforeseen expenses. We help out clients audit their insurance needs and coverage to eliminate any shortcomings.
Legacy
If we’ve done our jobs, our clients should have something significant to pass to their heirs. Whether investments, real estate, or a business, we work to make sure all the moving parts are moving together.
Investments
Stocks, bonds, ETFs, Mutual Funds. Investing is hard, and there is always a lot of noise. We orient our clients’ investment strategy around their goals.
Taxes
We don’t just focus prepare your taxes for you today, but also plan for what taxes you might pay 10, 20, 30 years from now, and how to reduce or eliminate them.
Financial Planning made for
Small Business Owners
The perfect blend of
modern tech and real humans.
Frequently asked
Questions
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Yes. If you aren’t sure what this means, it means that we are legally obligated to put our clients interests ahead of our own. Many advisors and salespeople are not bound by the same standard.
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Our clients are primarily business owners, solopreneurs, and freelancers. However, we work with people with all kinds of backgrounds and occupations who simply want to remove the stress of money from their life.
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We have clients all over the country, so we are accustomed to meeting on zoom. No reason for you to leave your home.
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We are a firm that is specifically designed to help business owners and founders. Every decision we make behind the scenes about our practice is meant to help us serve that group of people better.
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While our advisors have a range of backgrounds, all of them have experience working in small business administration and logistics.
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Other advisors might have asset minimums and charge you a percentage of the assets you give them to manage. While we do offer that, we also offer a flat subscription fee for financial planning, which is ideal for people who want financial planning but might not have hundreds of thousands or millions of dollars in investment accounts for an advisor to manage.