Fee-only Financial Planner. No Commission. Unbiased Advice. No Referral Fees.
Financial planning for business owners is often two-sided: personal financial planning and planning for the business.
Business owners have access to many financial tools that employees do not. Having access to these tools is a great advantage; however, learning about and understanding these tools can be overwhelming. A financial plan can relieve this.
A financial plan looks at where you are today and where you want to go. It determines your short, medium and long-term financial goals and how you can reach them. For you, personally and for your business.
Why do you need a Financial Plan?
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Worry less about money and gain control.
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Organize your finances.
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Prioritize your goals.
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Focus on the big picture.
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Save money to reach your goals.
For a business owner, personal and business finances are connected. Therefore, your financial plan should address both.
What does a Financial Plan for a Business include?
There are two main sides your business financial plan should address: Growth and Preservation
Growth:
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Cash Management – Managing Cash & Debt
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Tax Planning – Finding tax efficiencies
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Retaining & Attracting Key Talent
Preservation:
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Investment – either back into the business or outside of the business
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Insurance Planning/Risk Management
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Succession/Exit Planning
Are you looking for tax services?
I am a fee-only financial planner. I do not accept referral fees or commissions from third parties. My goal is to provide the best interests of my clients because I am paid directly by my clients.
My fee structure is:
- An individual session starts at $500
- Retirement for couple starts at $1,000
- An unbiased second opinion of portfolio starts at $600
