Your life is constantly is motion and your financial plan should be too. Dynamic financial planning keeps your finances up to date with your life and goals. Together, we build and keep momentum for the long run while providing accountability and serving as your financial coach.
Are you a sole proprietor, single-member LLC, independent contractor, or micro business owner? We understand the challenges you have when it comes to operating a business and entrepreneurship. You wear many hats, and we are here to help you optimize your business, plan cash flows, reduce and pay taxes, manage risks, and create wealth.
Our business planning services include:
Getting paid in equity is a great feeling. Trying to figure out taxes and knowing when to sell? Not so great. We help tech professionals and anyone receiving equity compensation from their employer manage it effectively.
You don’t need to have a big pile of money for us to manage investments. We do not have minimums. Investment management is offered as a separate service from financial planning. Comprehensive financial planning is included for savers with more than $400,000 under management. If you want us to manage less than $400,000 and would like both financial planning and investment management, you will receive a reduced rate.