Financial Planning for Entrepreneurs

How

may we

be of service?

Our focus is helping you  discover where your personal finances are now, then helping you   

find exactly where you need to go.

Our Process

INITIAL CALL

We will assess a mutual fit and hear about you, your history with money, and your goals.

INITIAL PLAN

Focusing further on your concerns, goals, and desires will allow us to understand your unique needs and objectives. We’ll review a one-page plan with takeaways. Best part, it’s yours to keep.

GET ORGANIZED

We will collect any necessary information while helping you sort through your financial life and get organized.

EXPLORE 

 

POSSIBILITIES

Analyzing and evaluating your current financial status together using our financial planning software.

PLAN DELIVERY

DESIGN

This is the plan presentation. We will walk through our software or review key findings to get on the right track.

Then, we proceed to our ongoing annual service calendar.

Sound good?

Keep scrolling to find

your perfect fit.

  • Start

    You are making a healthy income, and find savings building up. You've heard about financial planning, and want to know more.

    ​

    We Focus On:

    • Budget & Cash Flow

    • Debt Assessment

    • Student Loans

    • Savings Analysis

    • Goal Planning

    • Career Planning

    • Investment Management is included up to $250,000

    ​​

    ​

    Price: $2,500 Annually

    Is this you? Jen is a perfect fit.

  • Grow

    Your career has hit its stride, your savings are growing quickly, and you want to delegate some of your financial life.

    ​

    We Focus On:

    • Budget & Cash Flow

    • Education Planning

    • Mortgage Analysis

    • Debt Assessment

    • Employee Benefits

    • Insurance Planning

    • Estate Planning

    • Income Tax Planning

    • Investment Management is included up to $500,000

    ​

    Price: $5,000 Annually

    The right choice? Meet Nancy.

  • Transition

    You have significant savings, and want to enjoy your life, doing the things you love.

    ​

    With investment assets greater than $500,000, the entire financial planning process is included in your assets under management (AUM) fee. 

    ​

    We Focus on It All:

    • Goal Planning

    • Retirement Planning

    • Investment Planning

    • Budget & Cash Flow

    • Education Planning & Student Loans

    • Mortgage Analysis

    • Debt Assessment

    • Career Planning & Employee Benefits

    • Insurance Planning

    • Estate Planning

    • Tax Planning

    ​

    Maximum fee is 0.85% of assets under management annually.

    Sound like you? Meet Carolyn.