At Moonshot Planning, we provide entrepreneurs with a comprehensive financial planning service that integrates their business and personal finances. We help them navigate cash flow management, tax optimization, retirement planning, and business succession. By offering customized advice, we ensure entrepreneurs can focus on growing their businesses while knowing their financial future is secure.

Entrepreneurs are the lifeblood of innovation, constantly pushing boundaries and building the future. However, with the excitement of running a business comes significant financial challenges. We understand that entrepreneurs need more than just standard financial advice—they require tailored strategies that align with their unique business goals and personal aspirations. Our goal is to empower entrepreneurs to not only grow their businesses but also secure their personal financial future.

We provide tailored financial advice to influencers, focusing heavily on cash flow management and planning for taxes. We work with your accountant and other professionals to coordinate between your outside obligations and your financial plan. We also provide education as we go through the financial plan including responsible investment strategies, the importance of an emergency fund, and any other areas which you need help on.

We've all heard those critics that say "being an influencer is such an easy job" or "I wish I could be a content creator so I didn't have to work." While you have an amazing opportunity in front of you it's not easy by any means, trust us we try creating content as good as yours! We understand the pressure and long hours that it takes to create just one piece of media. With all of this time going into your profession it's easy to let your finances slip. We help you so you can keep inspiring our content!

We offer comprehensive retirement planning including income distribution strategies, healthcare cost management, social security optimization, and estate planning. We help retirees maintain their desired lifestyle with financial peace of mind.

The older population is older today than it ever has been in the past. Even with all of the financial advisors that help retirees find comfort in their decumulation stage, there is still a major demand and not enough advisors to help. We started in this business by creating retirement income strategies for this community and plan to continue help you seek comfort in som of the best years of your life!

We provide financial education through our various media channels. We also offer virtual co-working to help you stay focused and weekly office hours where we encourage your engagement.

Many of us were students at one point or another. We personally understand the difficulties in finding sound financial education, especially with all of the terrible advice given on social media. We want to help our next generation of doctors, engineers, teacher, and others in getting the head start we wish we had.

We help new professionals by setting up a budget, understanding and selecting the appropriate employer benefits, educating on and implementing investment strategies for your new found income, creating efficient debt management strategies, and much more.

A short story summarizes this quite easily. After leaving my first professional job, for a new higher paying job, I quickly realized higher income doesn't necessarily mean a better situation. While this new job paid me more, I didn't account for the employer benefits that I had at the previous job and lost at the new one. I also failed to account for vesting in my retirement account. These are all things we help new professional navigate s they learn the ropes. These decisions can be worth potentially thousands of dollars, and absolutely was for me.