Are you stuck in the Financial Swamp?
Watch this 5-minute video to see how self-employed families get a clear plan for every dollar, in every season of business.
Real clients. Real messages.
Testimonials reflect the experiences of individual clients, may not be representative of the experience of other clients, and are not a guarantee of future performance or success. No compensation was provided.
Build it in order. Foundation first.
Think of your finances like a house. Whether you make $50k or $500k a year, the same fundamentals give you a clear path toward financial independence. If the foundation isn't solid, the whole house falls apart.
The 1099 Financial House
Same fundamentals whether you make $50k or $500k. When you’re self-employed, you are the business, so the foundation goes in first.
Hover over (or tap) any part of the house to see what it does, and what we build with you.
Protect the base
When you're self-employed, you are the business. We make sure your family and your bills are covered before anything else.
- Life insurance
- Budgeting
- Emergency fund
Build the structure
The system that turns uneven income into steady progress, so slow seasons stop setting you back.
- 6-month savings
- Debt elimination
- Tax planning*
- Retirement accounts
Topline protection
The pieces that protect everything you've built, and the people you built it for.
- Wills & trusts
- Guardianship
- Contracts
- Payment protection
- Auto & home
*We flag tax items for you to review with your own tax professional. Hastings Financial does not provide tax or legal advice.
This is a strategy session. Not a sales pitch.
No hour-long pitch where you give more than you get. We work on your real numbers and your specific challenges, so you leave with steps you can apply immediately.
The Strategy Session
We sit down with you (and your spouse) across the kitchen table or over Zoom and go through each phase of your finances. We find exactly where you are and the bottlenecks keeping you there.
Your Personalized Roadmap
We walk you through your 3–5 next steps, with real numbers and timelines built for your business and your seasons. It's yours to keep, whether or not you ever work with us.
Built for people who sign their own checks
A great fit if you…
- Are self-employed or earn 1099 income
- Want a plan for every dollar, whether it's a busy season or a slow one
- Have faith in your business but feel capped on time
- Are ready to actually act on the plan
Not a fit if you…
- Are looking for a get-rich-quick tip
- Aren't willing to look at your real numbers
- Are waiting for the “perfect time” (it isn't coming)
- Real estate agents
- Hair stylists & barbers
- Contractors & trades
- Fitness & wellness pros
- Consultants & freelancers
- Small business owners
Questions people ask before they book
What do I walk away with?
Your personalized 1099 Financial House Roadmap: 3–5 specific next steps with real numbers and timelines, built around your income, your seasons and your family. You keep it whether or not you ever work with us.
Is this right for my income or industry?
If you're self-employed or earn 1099 income, yes. We've worked with people across a wide range of careers and income levels, from about $50k a year to $500k and up. The fundamentals are the same; the numbers are yours.
How much does it cost?
Nothing. The strategy session and your Roadmap are free, with no obligation.
So how do you get paid?
If you decide you want help putting your plan into action, we're compensated through the products you choose, such as insurance or investment accounts. If you don't, you still walk away with your Roadmap. We'd rather earn your trust first.
Can my spouse or partner join?
Please bring them. Money decisions work best when you make them together, and the plan has to fit your whole household.
Do we meet in person or online?
Whichever you prefer: at your kitchen table in Southern California, or over Zoom.
I'm in a busy season. Should I wait?
Almost everyone we meet is in a busy season, and that's fine. If you can get your finances fixed in a busy season, the slow season gets a lot easier. We'll build a strategy that fits your timeline.
Are you a tax advisor or attorney?
No. When your Roadmap touches on taxes, we flag those items so you can review them with your tax professional. Legal documents are prepared by LegalShield provider law firms, not by us.
Who are you affiliated with?
Alex is an independent representative of Primerica. Securities are offered through PFS Investments Inc., member FINRA/SIPC. You can look up his background anytime on FINRA's BrokerCheck.
Pick a time for your Roadmap call
The key is deciding to fix it. Grab a time below and we'll see what needs attention first.
On this first call we'll
- See what challenges you're facing right now
- Spot anything that needs immediate attention
- Make sure it's a fit, both ways
- Set up your Strategy Session, in person or on Zoom
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Prefer to talk first? Call or text (760) 514-1884.