Financial planning tailored to
small business owners.
By meticulously planning finances, business owners can anticipate challenges, make informed decisions, and strategically invest in growth opportunities.
Business Overview
Gain a comprehensive understanding of you and your business’s current situation, objectives, and pain points. We want to know your “story”; how your business came to be, how it runs, and what makes you unique.
Opportunity Evaluation
Identify and assess the specific needs and opportunities within your business to develop a targeted approach. This is often an ongoing search for new ways to enhance your cash flow and existing capital to get the most out of your business.
Plan Execution
Finally, the fun part! Implement the strategies we’ve discussed and periodically reevaluate them to ensure they are aligned with your goals and aspirations.
The Startup
$300/mo
quarterly meetings
investment management
basic tax planning
debt planning
insurance planning
email support
The Standard
$500/mo
monthly meetings
investment management
full tax planning
debt planning
insurance planning
business planning
unlimited support
The Premium
$800/mo
monthly meetings
investment management
advanced tax planning
debt planning
insurance planning
advanced business planning
estate planning
unlimited support
+ a 0.6% fee on managed investment accounts-
This subscription includes four meetings annually (one per quarter), as well as any email or phone correspondence you may need in the meantime. Our communications are always open to you.
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No! We have clients all over the country, so most of our business is done on Zoom.
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Very few (if any) financial advisors do comprehensive financial planning for both you and your business. We pride ourselves in our modern technology and wide range of expertise.
Frequently Asked Questions
If your question isn’t answered here, book an initial meeting and ask us then!