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© 2019 Cofield Advisors | Chicago, IL. Proudly created by 773Designs

WHO WE SERVE

How

Why

Who

WHO

We serve creative entrepreneurs who earn six-figures or more.  

WHY

Most entrepreneurs are talented in their field of expertise but fall short in the areas of finances and taxes. Our goal is to help bridge that gap and allow them to spend more time on what they love.  

HOW

We serve our clients by organizing their business finances, managing their personal finances, and helping them save thousands on taxes. By taking these financial responsibilities off our clients, they are able to thrive in their creativity and grow their businesses to new heights! 

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 

Overview

 

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