As a Dave Ramsey Financial Coach, Brent Bocian helps freelancers navigate various financial challenges that come with earning self-employment income.
Sessions are 1-hour long and cost $150. Current tax clients receive a discounted price.
Interested in gaining access to discounted financial coaching sessions by becoming a tax client?
Cashflow & Budget Analysis
Create a clear budget to ensure you know exactly where your money is going every month and financially prepare for the unexpected.
Retirement For Freelancers 101
Learn about various retirement/investment accounts (Traditional IRA, Roth IRA, SEP IRA, Solo 401k, Brokerage accounts, Health Savings Accounts) and how much you need to set aside each month to fund the retirement lifestyle of your dreams.
You will be guided through Dave Ramsey's Debt Snowball activity and receive specific strategies to help you pay off debt while earning self-employment income.
Financial Threat Diagnosis
Receive a custom assessment of your financial risk management including loss of income, loss of capital, personal health costs, estate planning, disaster planning, etc, along with a personalized list of action items to neutralize financial threats.