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FINANCIAL PLANNING FOR SOLO BUSINESS OWNERS

Build a plan that fits your lifestyle business and empowers your life.



WORK WITH BRIAN


STAGE 1:

Initial Financial Planning

Build a system that helps support smart financial decisions and answers your self-employment questions.

We pair cutting-edge financial software and the professional knowledge of Brian Plain, CFP® to create a personalized system to help your family plan better so you can live better.

INCLUDED IN THE INITIAL PLAN:

  • Initial get to know you call
  • Build the plan with Brian (2 to 3 in-person or virtual meetings)
  • Action steps to implement your plan

Initial planning starts at $1,800.

STAGE 2:

Implementation & Accountability

Pair your flexible financial plan with ongoing support and stay focused on your business and life goals. Ongoing financial management keeps Brian Plain, CFP ® and his financial know-how on your team.

INCLUDED IN ONGOING PLANNING:

  • All services in the initial planning package plus ongoing implementation assistance & accountability*
  • Quarterly financial plan updates
  • Ongoing planning recommendations
  • 
Unlimited phone and email support

  • As-needed, on-demand meetings

Relationships range from $3,600 to $8,000 a year. *Initial planning fee can be credited towards ongoing relationship.
 


Protect your lifestyle.

Set up your complimentary call.


SCHEDULE A CALL



YOUR FINANCIAL PLAN COULD INCLUDE:


Cash Flow & Budgeting
Debt Management
College Savings
Strategic Business Planning
Financial Goal Planning
Health Insurance Review
Life Insurance Review
Investment Analysis & Management
Retirement Planning
Tax Planning Strategies
Estate Planning
Student Loan Management
Emergency Fund Savings
Major Purchases
Reverse Budgeting Strategies


Don’t hold back. Let your money empower you to create the life you want. 


TALK WITH BRIAN