We guide solopreneurs through a financial planning experience that seeks to produce strategies and answers to these problems and questions so they can live their "Bucket List Life".
Problems We Seek to Solve
Questions We Aim to Answer
Problems We Seek to Solve
Lacking a strategy for why you own a certain investment and in what type of account
Emotionally attached to a particular investment
Lack of proper diversification within one account, or among a few different accounts
Questions We Aim to Answer
What type of investment account is the most advantageous for me?
Should I invest my money back into my business, real estate, stock market, etc?
What should I do with my old 401k from a previous job?
Problems We Seek to Solve
Not having a plan for how to minimize taxes in the future
Questions We Aim to Answer
How do I minimize taxes without hurting my businesses profit, stability, and long term success?
Problems We Seek to Solve
Variable/Seasonable Income
Not having a business and personal budget
Not paying yourself first
Feeling overwhelmed by the sea of information- not knowing what advice is best for YOUR situation
Questions We Aim to Answer
How much cash should I keep on hand for my business, what about personal?
My business is generating profits- do I use that money to pay down debts or invest it?
How much do I pay myself out of the profits of the business?
What is the most efficient way to pay off my debts?
How do I balance enjoying what I have today, while making sure I’m financially comfortable years from now?
Problems We Seek to Solve
Not knowing how much your business is worth
Not knowing how to increase the value of the business
Not knowing how to make your business sellable
Fear from not having a Plan B if business fails
Questions We Aim to Answer
How do I use my business to build wealth?
Can I sell my business? If so, how?
Problems We Seek to Solve
Being under or over-insured: leaving your net worth exposed to avoidable risks or paying too much in premiums
Questions We Aim to Answer
How do I minimize or offload risks that could impact my net worth?
How do I protect my business and personal assets?
Problems We Seek to Solve
Commingling funds: not having processes and systems in place to separate business finances from personal finances
Feeling overwhelmed because you don’t have a system for organizing finances
Questions We Aim to Answer
How can I get financially organized, and keep track of everything without having to manually enter numbers into spreadsheets every day/week?
Problems We Seek to Solve
Failing to establish/update a will or trust planning
Don’t have time to stay on top of finances
You don’t know what you don’t know: missing opportunities can be costly
Feeling like you’re alone: not having someone to ask questions or bounce ideas off of
Questions We Aim to Answer
What type of entity should I choose for my business? (LLC, S-Corp, etc)