Finance & Tax Planning for Fractionals
Smart Marketing Leaders Deserve Smart Financial Partners
Running a Fractional business means juggling strategy, execution, and client growth. But what about your own business health?
Financial clarity and tax efficiency start with having the right partner one that truly understands the unique challenges of service-based Fractionals and growth-stage solopreneurs.
Featured Partner: Uprise
All-in-One Financial & Tax Expertise for Fractionals
Uprise connects you with a Certified Financial Planner™ who gets the ins and outs of freelance and consulting life. Their platform supports both your business goals and personal financial future.
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Free 20-Minute Intro Call With a CFP® small business expert1
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Customized Financial Plan Based on your goals and business model2
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Unlimited Messaging With your dedicated advisor3
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Smart Financial Dashboards Track net worth, cash flow, and opportunities4
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Ongoing Monitoring For proactive optimizations year-round5
- HEY CMO EXCLUSIVE OFFER
Use code HEYCMO20 to get 20% off any plan
+ a free consultation
Uprise Plans Built for Busy Business Owners
All plans are billed quarterly and include access to real human advisors.
- Tailored financial guidance from a Certified Financial Planner™ who understands solopreneurs
- Easy-to-use dashboard to monitor net worth, cash flow, and spending habits
- Ongoing advisor access via unlimited messaging with no hourly billing, no guesswork
$120/month
with code HEYCMO20
- Everything in Essential
- Two 45-minute strategy calls to set goals and optimize your financial plan
- Advanced planning tools to help manage fluctuating income, high-ticket client cycles, and business investments
- Priority support so your financial questions never go unanswered
$214/month
with code HEYCMO20
- Everything in Premium
- Full personal and business tax filing handled by experts
- Quarterly tax estimates, S Corp election guidance, and strategic tax planning
- Peace of mind knowing you’re compliant, optimized, and always ahead of deadlines
$334/month
with code HEYCMO20
Why Financial Planning Matters
Make Inconsistent Income Work for You
Set up cash flow systems to smooth out feast-or-famine months.
Clean Up Your Books for Good
Automate and separate business and personal finances with ease.
Keep More of What You Earn
Uncover tax strategies and deductions that protect your profits.
Turn Revenue Into Real Wealth
Align your business with long-term goals like retirement or real estate.
Lead With Clear Financial Vision
Make decisions based on data, not gut or guesswork.
Know When and How to Scale
Use smart insights to guide hiring, reinvestment, and pricing moves.
