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.
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