1099 INCOME
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Specializing in financial planning for independent contractors, freelancers, and self-employed professionals who receive 1099 income, ensuring their unique needs are addressed with precision and care.
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Structuring income, taxes, and retirement contributions in a way that maximizes deductions, manages quarterly tax payments, and supports long-term financial growth and stability.
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Offering strategies for separating personal and business finances, setting up retirement accounts such as SEP IRAs or Solo 401(k)s, and planning for variable income streams throughout the year.
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Providing ongoing education and individualized support to help clients stay organized, compliant, and proactive in managing their income—empowering them with the tools and confidence to succeed financially as independent earners.
01 . Discovery
We start by reviewing where you are today, and what you are looking to achieve in the short and long term.
02. Customized Planning
Taking your goals and current situation into account, we develop a personalized financial plan to achieve your goals.
03. Implementation
We work together to implement the action items in your financial plan.
04. Lifelong Review
We monitor your progress and keep you updated with new opportunities to enhance your initial plan. We proactively check in with you, and we are just a text away from you
