A client had a successful, but volatile, business where cash flow was always uncertain. This uncertainty made it difficult plan and save for retirement. Through listening and understanding how our client’s business worked, we were able to outline a sustainable and consistent personal savings plan for our client – making it easy to build wealth.
Cash Flow Management & Analysis
We help business evaluate their sources of cash and expenditures and pit them against personal financial goals to create an effective path forward.
Do these questions keep you up at night?
As a business owner, when can I start taking a consistent salary?
How do I plan for immediate-term and long term financial goals?
Can I forecast my cash position 1 year from now?
A Success Story
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FAQ
Does Salt Mines Advisors require long-term contracts?
While Salt Mines Advisors signs client agreements and contracts with its clients, our clients are not under any obligation to work with us beyond the scope of work outlined in the agreement. We want clients to be happy and not feel as if they ‘stuck’. In general, long-term contracts are not required nor encouraged. However, for certain investments, certain timelines may be required by the terms of the investment.
Does Salt Mines Advisors raise capital for start-ups?
Salt Mines Advisors is not a Venture Capital firm or an Angel Investor. Generally, we do not invest directly in start-ups. However, Salt Mines does advise founders on the fundability of their idea and will consider recommending select investments to clients where appropriate.
I just started an entry-level job. Can Salt Mines Advisors help me?
Absolutely. Many traditional investment advisory firms require minimum assets under management and net worths to take on a client. Salt Mines Advisors does not have minimums – we feel that all individuals can benefit from financial planning advice, regardless of income and net worth.
What minimum income and net worth do I need to work with Salt Mines?
Salt Mines Advisors does not require is clients to have certain levels of income or net worth. We aim to make financial planning accessible to clients of all income levels and career stages.
How does Salt Mines Advisors make money?
Each client engagement is different. In some cases, there are fixed project fees, monthly subscription fees for services, hourly billing, or assets under management. Salt Mines Advisors works with its clients to determine the best fee structure for each client.
Does Salt Mines Advisors guarantee investment performance?
All investments carry risk and there is always uncertainty. Salt Mines does not and will not guarantee the performance of any investment.
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