Broker Check

"If the WHY is powerful, the HOW is easy." Jim Rohn

Business Consulting

In the realm of business financial planning, as your CPA and/or bookkeeper manages your daily business operations, payroll and accounting, it becomes imperative to consider the integration of these facets into your overarching financial strategy and to strategically plan for your business exit in  coordination with your legal and accounting team.

Whether you're embarking on the journey of establishing your initial LLC, contemplating an S Corp election, or formulating innovative exit strategies, our expertise is tailored to offer a comprehensive perspective. We possess the proficiency needed to ensure that all elements align harmoniously with your vision, particularly when it comes to planning for your retirement adventure. Our services encompass the seamless inclusion of business creation and exit strategies into any existing financial plan, or alternatively, we can customize a package tailored to your unique needs.

We offer a la carte planning services depending on your situation and needs. Feel free to choose from the topic and areas listed in our financial planning packages or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis.

Our hourly fee is designed to cover meaningful and substantive work, ensuring that you get the focused attention you need for substantial progress, rather than charging for every phone call, text, or email exchange.

a la carte: Hourly Fee of $250.00


Business Consulting Serivces can include:

Retirement Planning and Contribution Calculations (Solo 401k, Safe harbor plans, SEP and Simple IRA's)

Retirement Plan Design and Third Party Administrator Coordination 

Employee Education and Enrollment

Buy / Sell Agreement Strategies

Creative Life Insurance Strategies

Creative Exit / Succession / Continuity Planning

Tax Planning

Debt Payoff Strategies

DREAM. GOAL. PLAN. ACTION. REALITY.