Ongoing Advice For
Soloprenuers
Annual Fee
$5,000+
Or
Monthly Ongoing
$417+
When you partner with Gabe Nelson Financial, we’re in this for the long-term. We work together, one-on-one, to define your personal financial goals while taking your status as an independent business professional into account, and devise a plan to pursue the financial freedom you desire.
Our work together is an investment in your future and, in many cases, fees can be paid through your business.
Services are designed for your specific needs and can include strategies for:
- Creating a manageable household and business budget with sufficient emergency savings on-hand
- Avoiding high tax bills and what to do if you get one
- Managing cash flow and what to do if you have too little (or too much!) cash on hand
- Self-funding your own retirement successfully without the help of employer matching
- Ensuring you’re adequately insured — both personally and professionally — and knowing that your family is protected through proper estate planning
- Planning for major purchases, such as home buying or home improvement, when your income is less than predictable
- Navigating risk management, making sound business decisions, and taking calculated risks while trusting that you have the resources to back yourself up
- And much more…
We go far beyond traditional financial services to include comprehensive business planning, tax management advice, exit planning, business valuations, and part-time CFO services, as needed.
In our Mutual Commitment Meeting, we will discuss our fee structure and payment options you can use to your advantage as a business owner. Fees can be deducted through your assets under management (AUM) or through your business as an expense and may also be tax-deductible through your business.