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HOW WE WORK
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.
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