Do you understand the importance of covering all your financial bases, but concerned about the impact on paying for it all at once?
If you are a new or relatively new (2 Years or less of operation) business owner, I will work with you to tackle a different issue each month, and spread the cost over time to minimize the impact on cash flow.

Some of the items to address are:
Corporate Structures
Buy-Sell and Partnership Agreements
Retirement Plans
Taxes-Deductions and Proper Filing
Life Insurance Planning
Health Insurance Plans
Disability Plans
Long Term Care Plans
Liability Insurance


For businesses with 3 or fewer partners: Initial fee of $475 to cover the first quarters' planning, then $100 a month (billed via ACH) to cover subsequent months.

For businesses with more than 4 partners, fees determined on a case by case basis.