Financial Planning for Small Business Owners

Running a business is rewarding, but it also means juggling personal and professional financial priorities. That’s why I offer tailored financial planning for small business owners, supporting you as you navigate these complexities.

Your Plan — What’s Involved?

As a financial planner for small business owners, I help you review your current financial situation and explore strategies that fit your goals and needs.

What We’ll Review Together:


  • Cash Flow and Debt: We’ll review your income and expenses to help ensure your cash flow is sustainable, and explore options for managing business and personal debt.
  • Tax Considerations: As your financial planner, I’ll review your tax situation and highlight opportunities to align your financial goals with your business.
  • Retirement Planning: We’ll explore retirement savings options, so you can build a plan that works for your lifestyle and future.
  • Insurance and Risk Management: We’ll discuss the risks your business may face and explore insurance options that can help provide protection.
  • Succession and Exit Planning: If you’re planning to sell or transfer your business down the line, we’ll review potential strategies for a smooth transition.
  • Risk Management: I help you make informed decisions today about your financial future.

A Collaborative Approach

My role as a financial planner for small business owners is about supporting you in making informed decisions. I’ll work with you to understand your unique situation and find strategies that align with your needs.

Frequently Asked Questions:

Do you only work with incorporated businesses?

​No. As a financial planner for small business owners, I support sole proprietors, partnerships, and incorporated businesses alike.
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​Can you help me understand how to separate my business and personal finances?

Yes, this is a common challenge for small business owners. We’ll review your setup and explore ways to create clearer boundaries between personal and business finances.
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I’m not sure what I need—can you still help?

Absolutely. My first step is always to understand your goals and concerns. From there, we’ll review your current situation and identify potential strategies or next steps. You can review my process here.

Let's Talk​

If you’re looking for a financial planner who understands the challenges and opportunities you face, let’s connect. Book a time to chat and let’s review your options together.

Thank you for visiting!
I would love to chat with you soon!

¡Gracias por la visita!
¡Me encantaría hablar contigo pronto!
Email: [email protected].
Call: 647-865-6872
Hamilton, Ontario, Canada
Correo: [email protected].
Teléfono: 647-865-6872
Hamilton, Ontario, Canada