Planning for Self-Employed and Business Owners

Business owners have a unique set of financial challenges to face and will be matched with an experienced fee-based Financial Advisor to create a financial plan for your business. Issues addressed include:

- Retirement – create or update 401(k), 403(b) or defined benefit plans

- Insurance – health, disability, and life insurance (group and individual)

- Business continuation strategies

- Buy/Sell Agreements

- Incorporation pros and cons for individuals

- Strategies to value or sell your business

Cost:
Includes Personal or Family Financial Planning; ranges from $2500 – $7500 based on the situation. An initial consultation is always complimentary to determine level of need and estimate the work involved.

Personal and Family Financial Planning

Work with an independent fee-based Financial Advisor to create a comprehensive financial plan.

- Analyze your current overall financial situation to identify strengths and address any weaknesses

- Define and implement an action plan to achieve your financial goals (retirement, education, home purchase)

- Maximize retirement and savings opportunities

- Review and build upon current portfolio holdings

- Ensure proper financial protection for yourself and your family

- Implement active coordination with your team of trusted advisors (CPA, Attorney, Banker, Insurance Agent, Broker, etc.)

- Review/Recommend Estate Planning techniques including Trusts, Family Limited Partnerships and many others.

- Strategies specific to entertainment professionals (writers, actors, etc.)

Cost:
One year agreements range from $1800 – $4500 depending on the situations. An initial consultation is always complimentary to determine level of need and estimate the work involved.

Includes FinanceGrrl Fundamentals.

The FinanceGrrl Fundamentals

Having trouble getting your finances sorted out? Then the FinanceGrrl Fundamentals are just the thing to get you organized and in control.

This assessment includes two meetings focused on getting you organized and in control of your basic financial life:

- Organize your finances, past and present – a complete kit of organizing tools is provided at the first meeting

- Implement an ongoing bill payment system to keep you ahead of the game

- Learn how to track your expenses and understand how to maximize your individual cash flow

- Become skilled at reconciling your bank and credit card statements (Quicken or Paper Based)

Use your new tools to work towards debt elimination, proper savings, and a sense of financial security

Cost:
$500 for individuals
$750 for couples