1. Introductory Meeting

In our first meeting, we’ll identify your goals, priorities, preferences, and any obstacles you may have. We’ll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

Are we a fit?

Do you earn over $400,000 annually as a professional or business owner?

Do you have more than $50,000 as an independent contractor (Form 1099)? 

Do you pay over $100,000 in annual tax?

Have you reviewed our tax planning services?

Are you ready to work with a proactive tax advisor throughout the year? Click here to schedule a meeting.

2. Exploration & Preliminary Planning

After our first meeting, we’ll take a deeper dive into your situation. As we have a more detailed conversation about your personal and business goals, we’ll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.

3. Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your tax planning goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to reduce your tax liability and maximize your returns via a solid, tax-efficient portfolio.

4. Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we’ll be here to adapt your tax plan so it transitions along with you.