During our initial contact, we introduce our firm and services, gather basic information about the your needs and goals, and discuss availability.

We help you define your goals for business, your career, how much you’re spending or investing in your future, and tax savings.

We create definitions around your goals, so they move from “feelings” to achievable outcomes.

We revisit them throughout the year to ensure life or tax law adjustments are accounted for.

We offer flexible meeting options (in-person, phone, or virtual) and provide available time slots. Once a time is selected, we send a calendar invitation with all the details.

We verify we are both a good fit, and it makes sense to move forward to a proposal.

We create an account on our secure portal and send the login link.

You can easily upload necessary documents such as prior tax returns and financial statements using the portal. Instructions on how to upload documents are provided to ensure a smooth process.

We prioritize the security of our client's information. Our portal uses advanced encryption and security protocols to protect all uploaded documents and personal data.

We’re here to help if you need assistance in any way.

We’ll send you your proposal via email, allowing you to review it at your convenience.

The email includes a summary of the discussion from the initial meeting and higliting how the proposed services align with your goals

We’ll agree to affordable pricing that matches your goals.

We’ll identify potential action items throughout the year you might need help with.

Our team will manage your action items each months, so you can save on taxes and spend more time on the things you love.

Your Action Plan will increase the time you can focus on the things you love, because we’ll be helping with the rest.