Kinetix Financial Planning
Financial planning and investment management in motion with your life.
5.0
Kinetix Financial Planning offers dynamic financial planning, business planning, equity compensation management, and investment management services tailored to the unique needs of millennial business owners and stock-compensated professionals.
About
Kinetix Financial Planning specializes in dynamic financial planning, business planning, equity compensation management, and investment management for millennial business owners and professionals with stock compensation. Services include cash flow planning, debt payoff strategies, tax planning, employee benefits planning, financial independence planning, estate planning, college savings, insurance & risk review, entity analysis, tax planning & asset protection, owner's pay analysis, real estate analysis, retirement plan analysis, insurance planning, exit planning, custom portfolios, rebalancing & tax-loss harvesting, risk evaluation, and professional portfolio management focused on long-term wealth creation.
Services
Financial Planning
Dynamic financial planning keeps your finances up to date with your life and goals. Includes cash flow planning, debt payoff strategy, tax planning, employee benefits planning, financial independence planning, estate planning, college savings, and insurance & risk review.
Business Planning
Helps sole proprietors, single-member LLCs, independent contractors, and micro business owners optimize their business, plan cash flows, reduce and pay taxes, manage risks, and create wealth.
Equity Compensation Management
Helps tech professionals and others receiving equity compensation manage taxes, sell scenarios, AMT analysis, FIRE planning, risk tolerance review, goal planning, and investment planning.
Investment Management
Custom portfolios, rebalancing & tax-loss harvesting, risk evaluation, and professional portfolio management focused on long-term wealth creation.
Credentials & Certifications
Reviews
