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Financial Planning for Self-Employed Folks

  • Leaving an employer to go out on your own?
  • Professional practice owner?
  • Thinking of bringing on employees?

Taking the leap into self-employment can be scary! Our firm has experience working with clients at all stages of business ownership, from the early stages of figuring out what structure makes sense, record-keeping basics, understanding write-offs and business expenses to a thriving business that is expanding to include employees, retirement plans, and benefits like disability insurance.


financial wellness plan

Our team has specific expertise in mental health therapy practices, but we work with all kinds of folks—from acupuncturists, consultants and lawyers to aestheticians, doulas, and accountants. Let us take some of the more complex issues off your plate so you can focus on your business with the confidence that comes from having someone on your team who can help with those inevitable financial questions you’ll face as a business owner.

We offer comprehensive financial planning for self-employed people, to help you decide how to pay yourself, how to ensure you have the right benefits and protection, how to budget for vacation and time off, and how to understand the interplay between business income and household finances.

If you’re self-employed and want to open a retirement plan for yourself (such as a SEP IRA or Solo 401k), we can help.

balance work life