Monthly Financial Advisor / Planner for Self-Employed Household (Retainer)

Looking for an ongoing financial planning relationship, not a one-off project. About me: Self-employed with mixed income streams: sole proprietorship income, a partnership K-1, plus my wife's W-2. Two kids. I'm forming a new business entity this year and have a mix of near-term goals (retirement account setup, cash flow structure) and longer-term ones (family travel, potential future brick-and-mortar business). I already have a CPA handling taxes for one of the businesses, so I'm looking for planning that aligns with his recommendations not someone to redo the tax work. What I need: One video call per month (~45–60 min) to review where money is going and confirm I'm making the right moves Help prioritizing: Solo 401(k) setup, Roth IRA planning, deploying monthly surplus, sub-account structure for irregular expenses Someone who understands self-employment and pass-through income — quarterly estimates, retirement contribution limits across multiple income types, entity considerations Light async availability between calls for quick questions (not daily hand-holding) Requirements: CFP designation or registered investment advisor (fiduciary). Please state your credentials and registration up front: applications without this will be skipped US-based, familiar with PA state and local tax context (or willing to coordinate with my tax prep) Fee-only / flat retainer. I'm not looking for anyone compensated by product commissions Experience with self-employed clients, not just W-2 households Structure: Monthly retainer, open to your proposal on rate. Start with an intro call to see if it's a fit.