Learn to command your business finances to gain confidence and security.
Add-on to personal Foundations course (2 additional sessions) = $300
Stand-alone course = $1200 ($300 per month for 4 months)
**Recommended for businesses with at least 2 months of income in checking/savings.**
Get answers, perspective, and advice you can put into practice right away.
Hourly Rate: $350
Ongoing Quarterly Rate: $315/quarter (90m meeting per quarter)
Professionally managed retirement plans designed for the small-to-midsize business.
Managed SEP IRA fee: 1% of assets, annually
Managed 401(k): $1500, $6 per participant, 1% of plan assets + one-time setup fee