Financial planning tailored to
freelancers.

By meticulously planning finances, freelancers can anticipate challenges, make informed decisions, and strategically invest in growth opportunities.

Practice 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.

$500/mo

Straightforward pricing.

+ a 0.6% fee on managed investment accounts

Includes:

  • Cash flow/budget

  • Insurance

  • Investments

  • Estate planning

  • Debt

  • Professionals competency

Personal

  • P&L

  • Balance sheet

  • Organization chart

  • Compensation/incentive plan

  • Insurance

  • Retirement plans

  • Growth plan

  • Debt and banking

  • Professionals competency

Business

Frequently Asked Questions

If your question isn’t answered here, book an initial meeting and ask us then!

  • 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.

  • No! We have clients all over the country, so most of our business is done on Zoom.

  • 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.