Financial Planning for
Solopreneurs
How We Work
We know what it takes to grow a business. With everything that business owners need to worry about in the day-to-day operations, they don’t have the time or attention to plan for their financial future. Smart business owners outsource their finances to advisors who understand what it takes to manage the cashflows of a successful business.
From cashflow management, taxes, building an investment portfolio, and more, Axis Capital understands how to work with Solopreneurs and small business owners side-by-side.
Personal finance is personal. There is no one-size-fits-all structure. Your business and financial situation is unique and therefore you need an advisor who creates a unique plan for you.
Cost: Included in the $10,000/year flat-fee