Kim left her job for self-employment. She wanted to know the pros and cons of sole proprietorship and an actual legal business structure. I shared the information for several options. For peace of mind, she chose the one that protects her family's home from being liquidated to cover business liabilities.
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Planning RelationshipBuilding a relationship over time and addressing overall personal and business financial circumstances yields more impactful financial results than piecemeal transactions.
Comfort with technology as financial planning services are provided virtually. Email support, quarterly virtual check-in meetings, monthly content on financial topics. Fee-only, fiduciary advisor who does not sell insurance nor make commissions. See additional criteria below. |