Have you built a successful career by pursuing your passions? Now it's time to secure your financial future. At Freelance Financial Planning, we empower freelancers, contractors, and business owners to achieve their financial goals through individualized financial planning.
Who We Are
Founded by Ben Henry-Moreland, a former professional opera singer and certified financial planner, Freelance Financial Planning understands the unique financial challenges and opportunities facing freelancers. We take a holistic approach to financial planning, considering your financial goals, values, and individual circumstances.
Our Services
Our flexible services cater to your specific financial needs. We offer:
Financial Planning
- Comprehensive financial assessment and plan creation
- Year-round review and adjustments
- Access to online client dashboard for real-time tracking
Investment Management
- Hands-on portfolio management tailored to your goals
- Tax-efficient investment strategies
- Automated and disciplined approach
Tax Planning & Compliance
- Specialized expertise in tax matters for freelancers and businesses
- Year-round tax planning and preparation
- Paperless and painless e-filing experience
Tailored to Your Needs
- We take a personalized approach, collaborating with you every step of the way to create a customized plan that fits your specific needs and goals.
- We'll meet regularly to review your progress, make necessary adjustments, and ensure your plan remains effective.
Our Values
- Client-centered: We prioritize your needs and goals.
- Transparency: We provide clear and open communication throughout the process.
- Holistic approach: We consider all aspects of your financial life, not just numbers.
- Accessible: We offer virtual services to clients across the United States.
Get Started Today
Building your financial future should be an empowering experience. Contact us to schedule a free consultation and discover how Freelance Financial Planning can support you in achieving your financial goals.
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