A financial plan that serves the life you want to live.
Traditional financial planning was built for people with a W-2, a pension, and a paycheck that lands on the same day every two weeks. We don’t do traditional.
We are Sole proprietors
Sole Financial was designed for sole proprietors.
Our clients are ambitious, independent, and self-starters. People who left (or want to leave) the traditional paycheck behind to work for themselves. That’s designers, artists, therapists, consultants , and solo founders of every kind.
Many of our clients want to achieve financial freedom, whatever that means to them. That’s why we support anyone, self-employed or not.
They’re looking for a partner who helps them reach their goals, so they can put their energy back into the life, they built on their own terms.
Advice you can afford
As fee only financial planners we believe that financial planning should be accessible to everyone. We are transparent with our fees and will never charge commissions or receive a bonus for selling a product. You deserve to receive advice that is in your best interest, no strings attached.
We follow 3 simple steps
1
Foundation building
Create the outline of where you want to be in the future. This is when you dream big, no goal is too big or small.
2
Growth
Your financial plan will help you reach your goals with clear tasks and support to put the plan in place.
3
Maintain your dream life
Live the life you designed with the confidence that your money will support you.
Let's chat!
We want you to feel comfortable and confident when working together. We offer free consultations, no strings attached, so we can discuss if this is the right fit.
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