Financial Planning

Looking for a Financial Advisor for Entrepreneurs

By  Brian Thorp

Disclaimer: In order to make Wealthtender free for our readers, we earn money from advertisers including financial professionals and firms that pay to be featured on our platform. This creates a natural conflict of interest when we favor promotion of our clients over other professionals and firms not featured on Wealthtender. Learn how we operate with integrity to earn your trust.

Are you an entrepreneur? A financial advisor who specializes in serving entrepreneurs can help you make smarter money moves and free up more time to focus on growing your business.

You’ll likely find dozens of financial advisors in your community well-suited to help you reach your money goals with a personalized plan. But it may be more difficult to find a financial advisor who truly understands the unique financial planning needs and challenges you’re facing as an entrepreneur.

Fortunately, many financial advisors offer virtual services so you can meet online no matter where you (or they) live. This means you can choose to hire a financial advisor who lives hundreds of miles away if you decide their knowledge and experience working with entrepreneurs could help you achieve better outcomes.


👨‍💻 Smart Money Insights for Entrepreneurs

This page is organized into sections to help you quickly find the information you need and get answers to your questions:

  1. Q&A with Financial Advisors Specializing in Serving Entrepreneurs
  2. Get Answers to Your Questions About Financial Planning for Entrepreneurs
  3. Browse Related Articles

– Financial Advisors Specializing in Serving Entrepreneurs –

Three Questions with Grant Bledsoe

We asked Sacramento-based financial advisor and small business specialist Grant Bledsoe to answer three questions of interest to entrepreneurs who want to learn the benefits of working with a financial advisor.

As the founder of Three Oaks Wealth, a fee-only registered investment advisory firm that serves clients nationwide, Grant knows firsthand what it takes to succeed as an entrepreneur and he applies this experience to help his business owner clients.

Q: What is one of the most common challenges you see among the entrepreneurs you work with when it comes to financial planning?

Grant: One of the most common challenges I see for entrepreneurs & business owners is cash flow.

How should your bank accounts be set up? How should you separate your business activities from your personal activities? How much cash should you keep in your business? How and when should you take distributions from your business? What about paying yourself? What about setting cash aside for estimated taxes?

These are all very real issues that every business owner faces, and are fundamental to any decent financial plan.

Q: In your role as a financial advisor, how do you help entrepreneurs overcome this challenge?

Grant: We go through an exercise to forecast clients’ monthly cash flow in both their business and their household.

Once we have an idea of what their operating expenses and other upcoming outlays are, we help our clients make sound decisions on how much cash to keep in the business and how much to take out.

We can then weigh that against their cash needs as a household, and start to make logical decisions about their emergency fund, retirement plan contributions, and other planning needs.

Get to Know Grant:

View Grant’s profile page on Wealthtender or visit his website to learn more.

For additional insights, subscribe to Grant’s Grow Money Business Podcast.

https://open.spotify.com/episode/59eNxdC5iNgO4wZH8e12T9?si=JaexkkqhTjKLgChRj_qXMw
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Q: For entrepreneurs who are unsure whether or not they should hire a financial advisor, what would you suggest they consider to help them make a more informed and educated decision?

Grant: I’d suggest evaluating how much your time is worth. Everyone should be doing some form of financial planning, but I’m not a believer that every human being needs to hire a professional for help.

If you have the bandwidth to spend time digging into your portfolio, tax strategy, and cash flow, then you may not need to hire a professional.

But if you’d rather spend your time elsewhere, perhaps with your family or running your business, there’s huge value in hiring someone. The time saved is immense, and good advisors will add value many times worth their fee.


🙋‍♀️ Have Financial Planning Questions as an Entrepreneur?




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About the Author
Brian Thorp, Founder and CEO of Wealthtender profile picture

Brian Thorp

Founder and CEO, Wealthtender

Brian and his wife live in Texas, enjoying the diversity of Houston and the vibrancy of Austin.

With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

Connect with Brian on LinkedIn

Disclaimer: In order to make Wealthtender free for our readers, we earn money from advertisers including financial professionals and firms that pay to be featured on our platform. This creates a natural conflict of interest when we favor promotion of our clients over other professionals and firms not featured on Wealthtender. Learn how we operate with integrity to earn your trust.

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