Current & Aspiring Solopreneurs
You’ve dreamed of this moment for a long time
It’s a moment many dream of, but few see, and even less succeed with. It’s the moment a new business opens. It’s the most revealing and stressful moment for many at the same time. We help current and aspiring solopreneurs navigate the new terrain of being a business owner.
Challenges Ahead:
What will my taxes look like?
How do I get health insurance?
How do I replace the life & disability insurance I lost when I left corporate?
How much of a reserve should I have?
How do I save & invest for retirement the smart way?
I’m going to invest a lot of time and money into this business, how do I get out once I’m ready?
How We Help:
Retirement plan selection and management.
Insurance recommendations (we are not insurance agents but we will advise you on which coverage is best for you).
Overall financial picture- look at the entirety of your finances and how one decision impacts other areas of your life.
Exit Planning- figuring out the best way to sell or transfer your business when you are finally ready to stop working or do something different.
Tax planning all year long. We don’t wait until the end of the year for tax planning.