You built your career doing what you love.

The next step is building your financial future.

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Financial security starting today.

First you turned your passion into a career. Now it’s time to start building a secure financial future for yourself and the people you love.

Freelance Financial Planning gives independent professionals the advice they need to take the next step.

Ben Henry-Moreland, CFP®
Founder of Freelance Financial Planning

A financial planner who gets it.

As an independent professional, your needs are different from the average worker. That’s why I specialize in working with freelancers, contractors, and business owners to achieve their unique financial goals, including:

  • Managing cash flow
  • Paying off debt
  • Building an emergency fund
  • Controlling healthcare costs
  • Choosing insurance coverage
  • Tax planning
  • Saving for retirement and other goals

With a knowledgeable partner to help you get organized, make a plan, and stay on track to fulfill it, you can take the next step toward securing your financial future and spending more time doing what’s meaningful to you.

Why sacrifice financial security to do what you love? Contact me to learn more.

Services

Whether you need a financial check-up or a full-blown overhaul, Freelance Financial Planning offers a solution for you. If you’re not sure which plan is right for you, contact me to set up a free consultation.

All services are available to clients throughout the United States.

Process

Pricing

Financial planning rates are determined and agreed upon in advance based on each client’s own needs. No long-term commitment is required. Contact me for an estimate based on your own circumstances.

 

Service Options:

 

Planning Partnership $150-$250 per month
Investment Management 0.5% per year of the first $500,000 invested;
0.4% per year thereafter
Project Plan $750-$2,500 per project or $250 per 90-minute session

 

About

Freelance Financial Planning was founded on the idea that no one should have to sacrifice financial security to do what they love for a living.

Freelance Financial Planning founder Ben Henry-Moreland trained as an opera singer and performed professionally around the Midwest, New England, and Europe. He has worked in the financial services industry since 2012, serving at two Boston-based investment advisory firms before founding Freelance Financial Planning.

Ben earned his certificate in financial planning from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He lives in Omaha, Nebraska, where he enjoys supporting the local opera, symphony, and other arts and culture.

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