Business Owners have unique risks and financial planning needs.

Get help organizing. Improve your business efficiency. Align your business with your personal financial goals.

ABOUT YOU

  • Are you a self employed business owner juggling the needs of work, family, home and friends? 

  • Do you have uneven cash flow as a result of your self-employment? Is there stress in your relationship with your partner around your uneven income?

  • Are you billing for your awesome work, but too busy to effectively manage the income?

  • Do you feel like you are paying too much in taxes? Is it difficult to understand self-employment taxes and make those estimated payments?

  • Do you approach your work like a business owner?

  • How do you make decisions about health insurance? Life and disability insurance?

  • Do you have the right retirement plan set up to take advantage of higher deferrals and tax deductions?

  • Are you ready to make your money work for you in a way that aligns with your values and goals?

HOW WE CAN HELP

  • Get organized - books, taxes, entity type, profitability

  • Identify financial risks unique to your business - and address how to mitigate these risks

  • Address uneven cash flow complexities

  • Coordination with or introduction to other professionals (accountant, bookkeeper, attorney, insurance agent, other service providers)

  • Tax planning - including quarterly estimates and understanding self employment tax implications

  • Estate planning specific to business owners

  • Qualified retirement plans optimized for your business type and personal goals

  • Health insurance planning

  • Succession and exit planning