Best for business owners wanting to sell & not get killed in taxes, or pre-retirees wanting expert help with irreversible retirement decisions.
*Limited to 50 households *
You will be brought onboard over 2 - 3 meetings. After the initial meetings and account setup, I proactively reach out to meet 2x per year in the spring & fall.
- Safety-first investment approach to protect your nest egg
Plan around your capital gains to find the most tax-efficient option for your goals with the money
- Complete your 15-Point Client Checklist each year (view example here)
- Communicate & work with your CPA to prevent common tax mishaps
- Strategize how to best use Roth strategies for your situation
- Analyze tax returns each year to plan for current & future tax opportunities (View a sample tax analysis)
- Act as an accountability partner for what you are wanting to achieve
- Actively monitor for course-corrections required on your financial path
- Evaluate any new tax and estate law changes to see how you might be affected on an ongoing basis
- Coordinate with your other professionals around your financial strategies
Best for the DIY-er, or someone just getting started on their path to financial independence. You just need a little bit of guidance to find answers to your questions.
(full plans typically run between $1,500 - $3,000 total, depending on complexity)
This process usually takes around 3 to 4 weeks to complete, depending on how quickly you want to move and your speed of uploading requested documents.
- 2 weeks of email support after plan delivery for any relevant follow-up questions
Your choice of:
Tax planning strategies
- Debt management planning
Not quite ready to schedule an appointment? That's okay!