Ben Henry-Moreland, CFP®, EA Freelance Financial Planning

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About Ben Henry-Moreland, CFP®, EA

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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Recently Published

How Joe Biden’s new PPP rules affect freelancers

February 24, 2021

On Monday, February 22 the Biden administration announced new rules to make the Paycheck Protection Program more accessible to very small businesses. This came as a surprise to me as well as to the banks tasked with disbursing the PPP funds, but overall the new rules could be very beneficial to freelance business owners, especially … Continue reading How Joe Biden’s new PPP rules affect freelancers

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Should freelancers apply for a second PPP loan?

January 10, 2021

What you need to know about PPP round 2

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Webinar: What freelancers need to know about SBA loans for COVID-19 relief (4/16 update with new developments!)

April 9, 2020

In advance of the April 10 opening of applications for the Small Business Association’s Paycheck Protection Program loans, I hosted a webinar to help freelancers, independent contractors, and gig workers understand the facts about the SBA’s COVID-19 small business loans as they apply to self-employed workers. You can view and download the presentation slides here. … Continue reading Webinar: What freelancers need to know about SBA loans for COVID-19 relief (4/16 update with new developments!)

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Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $1500+/engagement
  • Hourly Fee: $150+/hr
  • Assets Under Management: 0.40%

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