Financial Planning for Online Business Owners in their 30’s & 40s
Our financial planning membership will help you:
MAXIMIZE PROFITS
MINIMIZE TAXES
SAVE MORE
You’re in your 30’s & 40’s.
You’re generating $250K+ revenue with your business.
But you have questions…
💭 How do I build real wealth with my business profits?
💭 What should I be investing in?
💭 Can we afford to buy a new house, car, take a vacation, etc.?
💭 How do I pay off my debt?
💭 What should I do with all of this cash sitting in the bank account?
💭 What should I be doing that I’m not?
FEATURED IN:
We can help you if…
✅ You want a personalized financial plan and a partner to hold you accountable to it.
✅ You want to align your business finances with your personal financial plan.
✅ You want to feel confident that you’re doing what you need to today in order to be secure in the future.
✅ You are tired of making a lot of money but always feeling broke.
✅ You have a family whose future you want to set up financially.
✅ You want to build wealth without sacrificing living for today.
Real people, real results.
“When we transitioned from working for other people to being full-time self-employed we realized that we didn't exactly have a plan to continue saving for retirement, and we had a lot to learn about dealing with the IRS with our business. Justin started by learning about us, our business, and our goals. From there he took those factors into account and helped us create a realistic plan for saving, investing, and paying our taxes (and employees) that was easy to implement. Justin is organized and cares deeply about his client's success. 10 out of 10 would recommend. Don't think twice about hiring him.”
Jonathan & Blakley Fletcher, Digital Barbell
“Working with Justin has been game changing for me - both personally and professionally. I started my coaching business two years before we started working together and I had no idea how to manage my business OR personal finances. Hiring him has been a huge return on my investment because now I’m actually saving money, and I’ve learned A LOT. He’s knowledgeable, he responds quickly, he helps you set realistic goals, and he actually cares about building wealth for you. Investing in him has made me more money than it’s cost me.”
Beckyn Mickelson, Fireproof Fitness
“I've been an online fitness coach, marketing coach and business strategist over my 6 year entrepreneurial journey so far and I've been given some pretty awful tax, prep and financial advice over the years and has probably cost me $17k+ in unnecessary spending for guidance that ended up causing more headaches and problems to fix with the IRS. So sufficed to say, I'm so grateful to get guidance on how to take responsibility of my role in mastering wealth, growth and money management because of Justin. Still got lots to learn but I can safely say Justin has got my back!”
Emily Carlson, Fitness Business Coach
All testimonials are current or former clients at the time of their review, not compensated, and there are no conflicts of interests. Visit assistfp.com/reviews to see all client reviews.
It’s easy to get started.
👨🏻💻
Free FIT Call
A no pressure call to help provide actionable steps for you and see if I’m a good fit to help you.
📓
Custom Financial Playbook
We create a custom Financial Playbook for you using our 5 step formula to help you reach your financial goals.
🎯
Build Wealth
The goal of financial planning is to empower you to live your best life both now and in the future.
Meet your advisor.
Justin Green, Certified Financial Planner™️
I am committed to helping online business owners in their 30s and 40s create personalized financial plans and execute them.
When I launched the firm in 2021, I knew I could finally combine those passions by serving my generation with the 7+ years of experience I have helping individuals with their money.
Hear from our clients.
All testimonials are current or former clients at the time of their review, not compensated, and there are no conflicts of interests.
Visit assistfp.com/reviews to see all client reviews.