Ben Henry-Moreland (CFP®)

Ben Henry-Moreland focuses in the
following client markets or areas of practice:

  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Millennials
  • Professional Athletes or Entertainers
  • Tax Planning

Planning Specialties

I specialize in the unique needs of self-employed professionals. Combining knowledge from my personal experience in the world of freelancing with disciplined and client-focused processes, I help my clients define clear and achievable goals, construct their plan of action, set their plan in motion, and for ongoing clients, keep track of their progress while incorporating any changes along the way.

Some of the goals I work with clients to achieve include:

  • Creating a budget and managing uneven cash flow
  • Paying off debt, from student loans to credit cards
  • Building an emergency savings fund
  • Managing healthcare costs and choosing an insurance plan
  • Tax planning and avoiding surprise bills
  • Getting started on retirement saving

Additional Information

I founded Freelance Financial Planning on the belief that nobody should sacrifice financial security to do what they love for a living. As a professional opera singer, I performed for several years prior to joining the financial services industry in 2012. My personal experience with the complex financial needs of self-employed professionals led me to found Freelance Financial Planning as a resource for freelancers, contractors, and business owners who want to get organized and start building for future financial security.

I earned my certificate in financial planning from Boston University and I hold the CERTIFIED FINANCIAL PLANNER™ designation. In addition to NAPFA, I'm a member of XY Planning Network and Financial Planning Association of Nebraska. In my home city of Omaha, Nebraska, I enjoy supporting the local opera, symphony, and other arts and culture.

Elsewhere on the Internet, I write about financial issues from a freelance perspective at benhenrymoreland.com. You can also find me on Twitter (@bhenrymoreland) and LinkedIn (bhenrymoreland).

NAPFA Start Date

February 16, 2018

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This Office

1815 N 49th St Omaha, NE 68104-5045 Phone: (402) 979-6473