How Financial Strategy Can Kick Your Finances up to the Next Level
You're passionate about your work, and if you're reading this, I know you're ready to take your finances to the next level. That's where I come in.
I help my financial strategy clients make big decisions with confidence, avoid big money mistakes, and figure out how to bring in more money while working less.
My skill-set as a scientist, engineer, and business owner, along with the different perspective that experience provides, helps get you moving towards your big goals for your personal and business finances. I can look at a complex spreadsheet that tracks prospective client inquiries, numbers of meetings per client, or budgets and spending, and not only get what all those numbers mean for your practice, but also explain it in language that you can easily assimilate and act on. With me on your team, there's no more freaking out about all those numbers.
My financial strategy clients tell me that what they appreciate most is my calm, non-judgmental approach, my patience in explaining financial details in a clear and approachable language, and that my only agenda is their success.
Here are the three options I developed to help independent professionals.
| Best for | Independent professionals who want support in articulating and reaching their financial goals. |
| Plan Duration | 12 Months |
| Financial Strategy Calls | Monthly |
| Financial Strategy Email Support | Ongoing |
| Analysis, Tools & Advice |
Articulate and quantify personal financial goals
Assess current status of personal finance
Assess current status of practice
Project current trajectory
Plan steps to improve profitability and prepare for future
|
| Best for | Independent professionals who want support in articulating and reaching their financial goals, as well as ongoing personal and business accounting support. |
| Plan Duration † | 12 Months |
| Financial Strategy Calls | Monthly |
| Financial Strategy Email Support | Ongoing |
| Analysis, Tools & Advice |
Articulate and quantify personal financial goals
Assess current status of personal finance
Assess current status of practice
Project current trajectory
Plan steps to improve profitability and prepare for future
Accounting services from Bowman & Company, CPA, PC
|
| Best for | Independent professionals who want support with a specific, short-term matter. |
| Plan Duration † | As needed |
| Calls | As needed |
| Email Support | None |
| Analysis, Tools & Advice |
As needed, during calls
|
† Payment options include discounted prepayment in full, monthly payments, or pay a deposit to hold spot until plan start followed by monthly payments.
†† 10% discount on financial strategy services, subject to ongoing engagement of accounting services. Accounting services fee are paid separately to Bowman & Company (with 10% discount, estimated at $72/week for solo independent professionals, subject to adjustment by Bowman for more complex business situations).
††† Per 1-hour call, payable prior to each call.
If you'd like to talk so we can see if we’d be a good fit, or if you’d like to discuss your personal situation to determine the best-fit plan, call me at 410-440-8029 or click below to leave me a note and I'll respond (usually in less than 24 hours).
Please reach out if you'd like to explore how I may be able to help.