Planning for the Self-Employed

Striking out on your own to earn a living outside the confines of a traditional job can be both exhilarating and daunting. As you consider ditching your boss and benefits package, there are financial planning moves you should make to protect your finances and to improve your odds of long-term success. We will rework your budget, optimize your credit profile and review the basics of business expense accounting so that you are able to keep good records, stay clear of tax problems and continue to save and invest for retirement.

Cost: $500 This engagement includes two 1-hour consultations with email or call follow up; helpful start up templates; recommendations for useful apps / software and referrals to professional service providers, as appropriate.