SERVICES

Full Integration of Your Investments, Planning, and Taxes

For clients seeking a long-term partnership, our Ongoing Financial Planning service offers continuous, personalized support throughout your financial journey. This includes:

  • Comprehensive financial reviews: We assess all areas of your financial life—retirement, investment, taxes, insurance, estate planning, and more—to ensure your plan stays on track.

  • Tax-efficient strategies: Leveraging Dave’s CPA background, we focus on reducing your tax liability while helping you grow your wealth.

  • Regular meetings: We’ll meet 1–3 times per year to review your progress, adjust your plan, and address any changes in your life or financial situation.

This service is ideal for those who want ongoing support to navigate life’s financial complexities, with the peace of mind that their plan is tax-efficient and aligned with their goals.

Ongoing Financial Planning

Project-Based Financial Planning

If you're looking for a one-time, comprehensive review of your financial situation without an ongoing commitment, our Project-Based Financial Planning is a great fit.

  • Comprehensive review: We’ll analyze your finances and provide tailored recommendations covering retirement, investments, estate planning, and tax strategies.

  • Do-it-yourself implementation: After receiving you’re tailored recommendations, you’ll have the tools to implement the plan yourself, with the option to reconnect for future updates as needed.

This service is perfect for individuals who want expert guidance but prefer to manage their financial plan independently.

Tax Preparation

We offer tax preparation services, allowing you to manage all aspects of your financial life in one place. Integrating your tax preparation with your ongoing financial planning, ensures that every financial decision is aligned with your tax strategy, providing a seamless, efficient experience. This service includes:

  • Annual tax return preparation: We'll handle the complexities of your tax filing, ensuring that everything is optimized for your current financial strategy.

  • Holistic planning: By combining tax preparation with ongoing financial planning, We can anticipate and address potential tax impacts, making sure your overall financial strategy remains efficient and effective year-round.

  • Convenience and peace of mind: With everything under one roof, there’s no need to juggle multiple advisors. You’ll enjoy streamlined communication and a cohesive plan, saving time and reducing stress.