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The Orbit Plan

The Orbit Plan is designed for entrepreneurs and business owners who have complex financial needs. This plan goes beyond the basics, offering in-depth financial strategies and comprehensive support to navigate the unique challenges of entrepreneurship. Whether you’re growing your business, managing multiple income streams, or planning for future expansion, The Orbit Plan provides the expertise and resources you need.

With The Orbit Plan, you’ll benefit from advanced financial planning services that address both your personal and business finances. Our team of experts will work closely with you to develop a customized plan that aligns with your business goals and personal aspirations. From cash flow management and tax planning to retirement strategies and investment optimization, we cover all aspects of your financial well-being.
The Orbit Plan Includes:
Investment Planning
- Everything in the Horizon Plan plus
- Portfolio income
Cash Flow Planning
- Everything in the Horizon Plan plus
- Business savings strategies
- Banking system implementation
Retirement Planning
- Everything in the Horizon Plan
Risk Management
- Everything in the Horizon Plan plus
- Business insurance analysis
Growth Planning
‍- Growth conversations
- Financial & legal team building
- Acquisition evaluation
Other
‍- College planning
- Unexpected windfall planning
- Charitable giving strategies
- Estate planning
Tax Planning
- Everything in the Horizon Plan plus
- Quarterly tax estimates
- Quarterly estimated tax plan
- Income statement analysis
- Balance sheet analysis
- Cash flow statement analysis
Exit Planning
‍- Business sale
- Succession planning
- Liquidation
- Buy-sell agreement
- Emotional attachment
- Income planning
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Fee-Only.

Fee-Only.

Fiduciary.

Fiduciary.

Advice.

Advice.

Fee-Only

Fee-only means we don’t get paid secret commissions to sell you a certain product. This aligns our advice with your needs.

Fiduciary

As CERTIFIED FINANCIAL PLANNERS® we are held to a fiduciary standard of care. This means we only act in the best interest of you.

Advice

As fee-only fiduciary advisors, you can trust that our advice aligns with your needs, and that at all times you come first.

Transparent Pricing

Three pricing options for wherever you're at in your journey

The Launch Pad

Starting at $200 per month
The Launch Pad is great for those who outgrow our educational content. Our content is great for understanding different concepts and mastering the fundamentals, but eventually, complexity finds you. This is when we come into play!
A comprehensive financial plan including investments, budgeting, debt management & more.
Cash flow planning to ensure every dollar coming in and going out is being used effectively.
A coach holding the plan together, working with your professionals, & answering your questions.
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The Horizon Plan

Starting at $500 per month
This plan is ideal for those who want to ensure their financial security as they approach or enjoy retirement. Partner with us to achieve peace of mind and financial stability with The Horizon Plan.
A comprehensive financial plan includes everything from the Launch Pad but also includes a retirement planning module to strategize for retirement income, taxes, and more.
Tax planning including tax loss harvesting, tax minimization strategies, & more.
Miscellaneous planning needs such as planning for children's education, unexpected windfalls, or early retirement.
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The Orbit Plan

Starting at $600 per month
This plan is ideal for entrepreneurs and business owners who need a robust and holistic approach to financial planning. Partner with us to achieve financial success and stability for both your business and personal life with The Orbit Plan.
Everything in The Horizon Plan, plus:
More in-depth tax planning including quarterly estimated taxes, and a plan to manage them.
Business planning including saving strategies, employee wellness, retirement set-up, & more
Life planning for early retirement, starting a business, gifting strategies, & more.
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Get a Customized Quote

Contact us today to receive a personalized quote or schedule a consultation for more information on our pricing options.

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