You’re making important financial decisions and
you have better things to do than burn time keeping up with tax rules.
Work with someone who:
Develop a complete money and tax plan
1. Set up an initial meeting
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We'll discuss your:
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business goals
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pain points
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unanswered questions
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2. Develop a financial plan
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I'll help you choose a service package that aligns with:
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your goals
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your values
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your family's needs
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3. Make your best financial decisions
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Meet regularly (or not at all!) to keep you on track
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Help you run scenarios when big decisions come up