Financial Planning
This is a deep dive into your personal and business finances, designed to help you make intentional decisions. We typically meet every 2–3 months, allowing for thoughtful implementation and ongoing refinement as your goals, cash flow, and priorities evolve.
Our approach integrates financial planning, tax awareness, investment strategy, and retirement planning so each part of your financial life works together — not in isolation.
What’s Included in Comprehensive Financial Planning
Your planning engagement may include:
- Goal Setting & Financial Clarity
Defining personal and business goals and aligning financial decisions accordingly. - Investment Strategy & Portfolio Management
Ongoing investment management tailored to your risk tolerance, time horizon, and long-term objectives — including investments held within retirement accounts. - Tax Planning & Coordination
Proactive tax planning to help you understand how your income, investments, and retirement strategies interact. Tax preparation may be coordinated when appropriate. - Cash Flow & Spending Analysis
Evaluating cash flow to support lifestyle goals, business growth, and future planning — without restrictive budgeting. - Insurance & Risk Review
Reviewing existing coverage to ensure appropriate protection. - Estate Planning Coordination
Reviewing estate documents and coordinating with your attorney as needed.
Retirement Planning Services for Solopreneurs
Retirement planning looks different for business owners — especially those operating as a single-member LLC. Without an employer plan, many solopreneurs delay retirement planning or default to strategies that no longer fit once income reaches a higher level.
We help solopreneurs design, establish, and manage retirement strategies that align with their business structure, income level, and long-term goals.
How We Help
Our retirement planning services include:
- Evaluating retirement plan options available to self-employed business owners
- Establishing an appropriate business retirement plan when suitable
- Coordinating retirement planning with broader financial and tax strategy
- Managing the investments inside the retirement plan to support long-term growth
- Ongoing monitoring and adjustments as income and goals change
The goal is not simply to open an account — but to integrate retirement planning into a cohesive wealth-building strategy that supports both today’s lifestyle and tomorrow’s goals.
If you’re a profitable business owner wondering whether you’re doing enough — or doing the right things — for your future, comprehensive financial planning can provide the clarity to move forward with confidence.
