Financial planning strategies

What financial freedom means to you is unique. What does that look like to you? It starts with not a dream, but a strategy, a real business plan, with achievable realistic milestones.

Portrait of afro businessman while working in a creative office meeting room

Build by planning ahead.

Business filing

$120 – 30min session

This is a Q&A that will determine if you should set up a Corporation, Limited Partnership, LLC, Sole Proprietorship, and why.

Why an LLC is not always the answer. Do you want to skip all the paperwork? We can file on your behalf and take care of the red tape, or guide you through each step.

Tax planning

$120 – 30min session

Countless times, I see tax strategies completely missed that cost thousands of dollars. You can learn to take straight line deductions and strategize depreciation to your benefit. It begins on day one.

Why project your tax bracket. Reverse planning. This session will show you how to reverse tax plan. What forms are suited best for you to begin conversations with your CPA. Quarterly Check point strategies.

Estate planning

$120 – 30min session

Own nothing strategy. Why a will can cost your loved ones. How to set up a trust fund correctly. I can guide you through the process or prepare the documents for you.

CONNECT WITH US

The road to removing the mystery out of finances starts with a single step. Reach out to us and start your journey today with for a real business strategy.