Thinking of starting a business? Want help understanding what to consider when acquiring or converting a home to a rental property? Consultations act as lifelines to help you make pressing or situational financial decisions. During this meeting we can discuss questions you have pertaining to any tax or personal financial topic. Examples include:
Business entity guidance
Advice regarding specific, one-time events such as a home sale or purchase
Advice on income and expense tracking for business owners
Guidance concerning military issues such as multi-state tax filings, utilizing the Military Spouse Residency Relief Act, and retirement account options
Hourly consultation meetings | $175
Available in full and half hour virtual appointments. All consults include a complete email summary of discussion and recommendations.
“An investment in knowledge pays the best interest.”
– Benjamin Franklin
Hope is not a financial plan.
Every financial journey is unique. Whether you’re just starting to get serious about your savings or are already well on your way to financial independence, KB Financial Planning wants to help you feel good about your finances so you can build a better financial future.