Ben Henry-Moreland, CFP® Freelance Financial Planning

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About Ben Henry-Moreland, CFP®

I specialize in working with freelancers, contractors, and other independent professionals who want to build financial security and spend more time doing what’s meaningful to them.

As a former professional opera singer I have firsthand experience with some of the most important goals and challenges for today’s self-employed workers. That’s why I focus on what matters most for helping freelancers build financial security, including:

-Cash flow/budgeting
-Building an emergency fund
-Managing healthcare costs
-Choosing insurance coverage
-Paying off debt
-Tax planning
-Saving for retirement and other goals

My clients can choose the service plan and fee structure that best fits their needs, whether that’s a subscription-style monthly retainer, a flat project fee, or a pay-as-you-go per-session rate.

To use your time effectively I’ve created a streamlined process that includes virtual meetings, cloud-based document sharing and storage, and a 100% paper-free office. You don’t need a sophisticated understanding of financial concepts or industry jargon: I’m here to talk with you on whatever level you’re comfortable with, in terms you understand, so you can take action.

From my headquarters in Omaha, Nebraska, I can work virtually with clients located anywhere in the United States. Along with the Freelance Financial Planning social media pages to the left, you can connect with me personally on Twitter (@bhenrymoreland) or LinkedIn (in/bhenrymoreland).

You don’t have sacrifice financial security in order to do what you love. Contact me if you want to take the next step toward a secure financial future.

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Ideal Clients

  • Artists & Creatives
  • Consultants
  • Gen Y/Millennials
  • Self-Employed Individuals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat fee: $250+
  • Monthly Fee: $150+/mo
  • AUM: 0.4%+ depending on assets

SEC Records

States Registered

  • Nebraska

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