Financial Advisor | Austin, TX | The Art of Finance | Business Services
The Art of Finance is a fee-based financial planning firm dedicated to helping creative minds negotiate the complexities of personal finance.
Financial Planner, Austin, Texas, Artist, Creative, Creativity, Actor, Dancer, Art of Finance, The Art of Finance, AoF, finance, money, personal finance, creative minds, ATX, TX, Capital
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BUSINESS CASH FLOW MANAGEMENT TRAINING

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)

 

  • Create a clear separation of business and personal finances.
  • Craft an organized system for managing your business savings, income, and spending.
  • Break the feast-or-famine cycle common for freelancers and small business owners.
  • Learn how to wisely prioritize goals like saving for a slow season, hiring a new team member, or advertising.
  • Properly set aside money for taxes every month instead of dreading April.

**Recommended for businesses with at least 2 months of income in checking/savings.**

 

HOURLY ‘CFO’ FOR HIRE

Get answers, perspective, and advice you can put into practice right away.

Hourly Rate: $350

Ongoing Quarterly Rate: $315/quarter (90m meeting per quarter)

 

  • Make critical business financial decisions with confidence, such as expanding staff, owner compensation, business expansion, and tax considerations.
  • Transition ownership structures, such as forming a partnership or establishing an S-Corporation or LLC.
  • Determine workplace benefit plans like retirement and insurance.
  • Navigate financial challenges caused by working with family or a spouse.
  • Ideal for answering 1-2 targeted planning questions per 90 minute quarterly meeting.
 

SMALL BUSINESS RETIREMENT PLANS

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

 

  • Simplified Employee Pension (SEP) IRA plans perfect for freelancers and the self-employed.
  • Safe-Harbor 401(k) plans are designed with small businesses in mind and promote pre-tax retirement savings.
  • Investment portfolios available with Socially Responsible and Sustainable Investment options.
  • Work with a Certified Financial Planner to quickly and painlessly set up your plan in a way that works for you.