Financial Planning for Business Owners
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No commissions. No asset minimums. No products to sell. Just a flat monthly fee that includes your tax returns.
Your business is growing and you’re earning more than you ever have.
That’s the goal, but it brings questions you haven’t had to answer before...
How much can you spend?
How much should you be saving, and where should it go?
Should you start saving for your kids’ college now, or focus on retirement first?
What about the house, the time off, and the other goals that keep getting pushed to next year?
When you don’t know where to start, it’s easy to put it off.
The money piles up in checking, and the same questions come back every year.
Take The First Step
Your plan and your taxes, handled together.
Why Work With Us?
Tax advice and financial planning usually come from two people who rarely talk to each other. We do both.
Billy Mondor is a CPA and CFP® professional. Your plan is build around the goals that matter to you, with the lowest lifetime tax bill the rules allow for your situation.
