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Annual Retainer Service

Our retainer services are for clients who want to build a long-term relationship with a financial planner. This allows us to provide continuous financial planning services in a holistic manner and be a one-stop shop for all your needs. 

Entrepreneur Jump Start Plan 



If you make less than $100,000 and you’re saying to yourself, “I’m not quite ready to work on a longterm basis, however, I still have a few pressing financial questions that I’d like help on. What should I do?”


Answer: Try our Entrepreneur Jump Start Plan 


This session includes:

Two 60-90 minute video sessions(Data gathering & Plan Presentation and Implementation)


An in-depth discussion of your 3 most pressing financial topics. Popular questions include:

•    How can I best organize my business finances?

•    Can you help lower my tax bill? 
•    How do I calculate my quarterly tax payments? 
•    Can you set up my investment account and manage my investments?
•    Can you help me with a budget or spending plan?
•    How much should I set aside for emergency savings vs. savings for other goals?
•    How do I set up a Solo 401k/SEP IRA?
•    What type of entity should I use/Can you complete the formation?



Any money spent on these plans can be put toward your Retainer Services within 3 months.


Cost: $1,500

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