Financial Planning for Business Owners

As your business grows, have confidence your financial plan is sustainable. Your business should bring profit, allow you to build wealth, and live the life you want.

How We Help Business Owners & Partners:

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Building a nest egg outside of your business to protect family and personal finances.

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Reducing your tax bills to keep more money for your future.

Protecting your business and family if something were to happen to you.

Freeing up more time so you can live life doing more of what’s important to you.

Figuring out which strategies are best for your business. 

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Planning an exit strategy and what life would look like post-sale. 

Pricing & Packages

Freedom Builders

For Career-Minded Professionals
Upfront fee $1,000

Annual Service

starts at $4,000 annually

  • Life Planning
  • Student loan repayment
  • Tax review and planning
  • Investment analysis
  • College planning
  • Employee benefits analysis
  • Retirement planning
  • Insurance review
  • Charitable planning
  • Estate planning
  • Big purchase planning

Legacy Builders

For Couples & Individuals Approaching Retirement
Upfront fee $1,000

Annual Service

starts at $5,000 annually

  • Life Planning
  • Tax review and planning
  • Investment analysis
  • College planning
  • Coordination with tax & legal advisors
  • Employee benefits analysis
  • Retirement planning
  • Social Security planning
  • Insurance review
  • Charitable planning
  • Estate planning
  • Big purchase planning
  • Long-term care analysis
  • Tax-efficient portfolio withdrawal analysis
  • Pension claiming strategy

401(k) PLANS

For small business owners looking to build wealth outside their business

Annual fee: $Varies/depending upon complexity & size of plan

  • Assistance designing, implementing and monitoring prudent 401k plans
  • Assist 401k plan providers in meeting their fiduciary duty
  • Identify low-cost, investments and service providers
  • Offer a valuable employee benefit to retain top talent
  • Plan participant education
  • One-on-one advice for plan participants about their 401(k) plan assets

Pricing

We typically charge a flat annual fee between $4,000 and $42,000 based on assets under advisory (0.8% on the first 3 million and negotiable above 3 million) and complexity. Having a complex life is normal and why many of our clients reach out for expert advice. Some of the complexity items we consider include: entrepreneurship, stock compensation, high student loan balances, private assets, and complex estate planning, among others.

Surprise us with your beautifully complex life. Let’s have a conversation about how we can help you simplify and enjoy financial independence.

 

Everyone deserves financial guidance to live their best life.

We help you make financial decisions with confidence.

As Seen In:

Spark Financial Advisors in Investopedia
Spark Financial Advisors in Words on Wealth
Spark Financial Advisors in MarketWatch
Spark Financial Advisors in Richmond Family Magazine
Spark Financial Advisors in Girlboss
Spark Financial Advisors in The New York Times
Spark Financial Advisors in Bustle
Spark Financial Advisors in Investor's Business Daily
Spark Financial Advisors in The Wall Street Journal
Spark Financial Advisors in Forbes
Spark Financial Advisors in Credit.com
Spark Financial Advisors in USA Today
Spark Financial Advisors in Student Loan Hero
Spark Financial Advisors in Bankrate
Spark Financial Advisors in Fairy GodBoss
Spark Financial Advisors in U.S. News & World Report

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