What You Will Receive:
Strategic partnership with experienced CPA and CFP® professionals
Access to comprehensive financial planning, investment management, and tax preparation services
Recommendations based on a holistic view of your finances
Ongoing support, accountability, and guidance
A roadmap to achieve your goals
Tailored services to fit your needs
Comprehensive Financial Planning Services
Ongoing Support
Our team of CPA and CFP® professionals will partner with you every step of the way. We will help you with develop and implement a financial plan tailored to you.
Comprehensive Analysis
We will review and analyze all of the important aspects of your financial life such as investments, retirement, taxes, cash flow, and much more. We belive in holistic financial planning.
Personalized Experience
Comprehensive financial planning should be unique to your specific financial and life goals. We will ensure that your personal goals are the driving force for your financial plan.
Starting at $450 per month
*The fee may be adjusted based on the complexity of the engagement and the level of scope of services to be rendered.
You will receive ongoing guidance and unlimited access to a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant. We will develop a financial strategy that is tailored to you and help you with implementation. This Comprehensive Financial Plan will cover all important aspects of your financial life such as investments, retirement, insurance, taxes, cash flow, and much more. Think of this as your financial road map that will guide you towards living life on your terms and achieving financial freedom. The following services are included with this service offering:
- Comprehensive financial plan
- Ongoing implementation
- Ongoing updates and recommendations
- Quarterly meetings and check-ins
- Annual cash flow and goal planning
We use thorough research to build well-diversified low-cost portfolios based on your specific goals and objectives. Some metrics we use to build your portfolio include time horizon, tax efficiency, risk tolerance, diversification, and investment preferences. In addition, we use Charles Schwab as our custodian to manage your investments. This service will include the following:
- Low-cost passive ETF investment options
- Portfolio recommendation and review
- Portfolio rebalancing
- Tax-loss harvesting
- Goals-based investment strategy
- Annual portfolio performance reports
Our objective with tax planning and tax preparation services is to ensure that you are compliant while taking advantage of all tax strategies available to you. We accomplish this by developing an optimized tax plan to help you take advantage of tax savings. Some of the services are included below:
- Preparation and filing of federal and state individual and business tax returns
- Annual tax projections
- Recommendations on tax withholdings
- Recommendations to optimize tax strategy
- Assistance with quarterly estimated tax payments
- Stock option planning