You built your career doing what you love.

The next step is building your financial future.

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You made the Leap.

You turned your passion into a career. Now it’s time to build a secure financial future for you and the people you love.

Freelance Financial Planning is here to help you take the next step toward financial security.

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

Making sense of financial planning.

In my first career as an opera singer, I learned how hard it is for independent professionals to get reliable answers to their financial questions. So I created Freelance Financial Planning to make it easier for 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 target, 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 today to learn more.

Services

Whether you need a financial tune-up or a full-blown overhaul, Freelance Financial Planning can offer a solution that’s 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 agreed upon in advance based on each client’s individual 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
Single-Session Planning $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 with two Boston-based investment advisory firms before launching Freelance Financial Planning in 2017.

Ben earned his bachelor’s degree from St. Olaf College and his certificate in financial planning from Boston University, and he holds the CERTIFIED FINANCIAL PLANNER™ designation. He now lives in Omaha, Nebraska, where in his downtime he enjoys gardening, trivia, and supporting the local opera company.

Blog

I write about all things freelance at benhenrymoreland.com. Check out my latest posts:

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