Business Planning Services
The number of small business applications rose more than 20% in 2020. More people than ever dream about owning their own business and the independence that it can bring. However, it also brings a lot of responsibility. You may be trying to navigate a sea of questions. We’re here to help.
How We Serve You
Budgeting
How much do you need to save before you launch? How much runway do you have? When can you afford to quit your day-job? By compiling your personal and business financial pictures and looking at them side-by-side we answer these questions and more.
Cash Flow Analysis
“Give every dollar a job.” This age old wisdom is exceptionally important when it comes to your business. By looking at your cash needs as well as revenue we can help you plan for business costs as well as making sure any extra cash is working just as hard as you.
Tax Planning
You have enough going on working in the business and on it. Last thing you need is to be kept on your toes by changing tax codes. We can work with you to ensure you’re getting all eligible deducts and tax credits. As well as plan for your retirement in a tax-efficient way.
You’re not alone and your ideal life is well within your reach. We help you strategize across your whole financial life making sure you are on track to reach your goals. We offer no-fee high-yield savings accounts through Flourish. That can help you save up before you launch or make sure the cash you keep inside your business isn’t idle. By looking at your entire financial picture we can help maximize after tax returns as well.
Contact us today learn how you can start living your dream!
Business and Personal financial planning 100$ per month. We waive the minimum fee on investment management services for clients receiving ongoing financial planning.