We specialize in working with self-employed and small business owners,
particularly those in a creative space.
As a jeweler and an artist, I know what it’s like to start and run a business.
WHAT WE HELP YOU DO
ARE YOU READY TO:
TAKE YOUR CRAFT FULL-TIME OR BUILD YOUR EXISTING BUSINESS?
HAVE BENEFITS BEING SELF-EMPLOYED SUCH AS INSURANCE AND A RETIREMENT PLAN?
FIND A BALANCE WHEN THERE IS INCONSISTENT INCOME?
PAY DOWN DEBT AND HAVE A SAVINGS PLAN?
WORK WITH A FINANCIAL PLANNER THAT ALSO UNDERSTANDS YOU AS A CREATIVE?
Lauren A. Estes, CFP®, CRPS®
As a Certified Financial Planner and an artist, I know what it’s like to make a jewelry side hustle a legitimate business, to need insurance, and to need to save for the future.
Together, we will focus on:
Managing cash flow when there is inconsistent income
Paying off debt or funding a new business
Building an emergency fund for both personal and business needs
Choosing insurance coverage including health, life, and disability
Planning for taxes including income and when you should charge sales tax
Saving for retirement and more