Your Plan, One Flat Fee
You’re earning more than you ever have. We’ll help you decide what to do with it.
What We Plan For
Whether you run a service business or earn your living creating content, the questions tend to be the same.
How much salary to take, how much to leave in the business, and how to plan estimated taxes so April isn’t a surprise.
Paying yourself
Retirement accounts
Which accounts fit you and your business, how much to put in, and whether pre-tax or Roth makes more sense in a given year.
Cash Flow
How much to keep on hand, where extra money should go, and how to build savings while the business grows.
Planning before decisions are made. Plus your tax returns, prepared by our sister firm, Mondor CPA.
Taxes
Investments
Recommendations for how the accounts you already have should be invested. You keep them where they are.
Big goals
A home, your kids’ education, time away from the business, or retiring early.
Protecting what you’ve built
We review your estate documents and insurance so both keep up with your life.
Your Year With Us
Fall
Yyear-end tax planning, retirement contributions, benefits and open enrollment, and priorities for next year
Summer
Current-year tax projection, plan progress, and decisions for the second half of the year
Alternating years
We review your estate documents one year and your insurance coverage the next, so both stay current
Our Process
Spring
Tax season stays simple, because we’re tracked your numbers all year.
ALL YEAR
Don’t wait for a meeting to make a good decision. Reach out whenever something changes.
Start with a conversation.
Schedule An Intro Call
Thirty minutes, your questions answered. If it’s a fit, we’ll send an agreement, and you decide when you’re ready.
One flat monthly fee, with your tax returns included. No commissions. No asset minimums.
