Financial Planning for Entrepreneurs

Helping You Navigate Self-Employment

Making the switch to being a full-time entrepreneur or self-employed professional can often feel like a daunting and stressful leap of faith. Especially from a financial perspective, there can often be a lot of uncertainty around managing your money efficiently and preparing to keep the lights on for at least a couple of months while the business ramps up towards profitability. We can help you navigate through this financial uncertainty and ensure that you have a proper plan in place so that you spend less time worrying about personal finances, and more time focusing on your business and passion.

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How We Can Help

Whether you’re already an established business owner, or only just getting ready to dive into the world of entrepreneurship and self-employment, Open World Financial Life Planning can help!

Financial
Quest Log

Building a financial game plan
Entrepreneurship can feel a lot like a roller coaster of uncertainty. However, with a solid financial quest log in place, you can significantly dampen these ups and downs. We can help you build a financial quest log that is uniquely yours and tailor made to fit your life and your business!

Managing Expenses

Streamlining your expenses
Auditing and managing expenses is one the most important aspects of any good financial life plan. It is especially important to keep your expenses streamlined if you're looking to make the leap to full-time entrepreneurship and all the financial uncertainty that comes with it. We can help!

Building
Credit

Managing credit and debt
The world of credit can be confusing enough without throwing business credit into the mix. We can help you build a comprehensive debt and credit management plan so that you can keep your personal and business cash flow healthy while maintaining all your financial obligations.

Complimentary First Meeting

We offer a 100% complimentary first meeting to go over our services and see if they’re the right fit for you. Interested? Get in touch with us today!

Start the Journey

Resources

Helpful tools and resources to navigate entrepreneurship and finance

What It’s Like (To Start a Firm)
I started writing this piece because of someone who you’ve seen linked here before, Meg Bartelt. We were having an amazing conversation under a…
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Strategic Alliances

We select quality organizations to align our firm with. These are some of the vendors that we use.

Level Up Your Financial Skills

Ever wish your finances were more like a video game? It’s dangerous to go alone! Take this book. A Gamer’s Guide to Money connects the stale world of financial planning to gaming in a meaningful way to help you level up your financial skills.

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For the benefit of no commissions or transaction fees, fully digital account opening, a large variety of security options and complete integration with software tools, Open World Financial Life Planning utilizes Altruist Financial LLC, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the introducing broker to Apex Clearing Corporation, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the clients’ custodian. Open World Financial Life Planning does not receive any research or other soft-dollar benefit by nature from its relationship with Altruist Financial LLC, nor does Open World Financial Life Planning receive any referrals in exchange for using Altruist Financial LLC as a broker dealer.
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