Team Approach:

• Unlimited access to connect your team of subject matter experts in tax planning, investment management, and real estate capital gain services.

• Working together to manage and continuously improve every aspect of your financial life, your team is held accountable to give you the best advice and we hold you accountable to do your part. 

CFO Intentional Financial Planning: 

• Personal CFO Consultation

• Revenue Projections

• COGS Budget

• Forecast drivers based on historical trends, financial ratios, and custom inputs

• Scenario Planning

Maximize your Returns:

• Know available deductions and your exemptions 

Coordinated Tax Planning:

• We evaluate certain life changes and the impact your new circumstances will have on your tax liability. Preparing your returns will be professionally coordinated and included. Unlike traditional financial advisors, your team is qualified to incorporate and implement tax strategies during your lifetime with your estate plan in mind. 

Includes all Four: Team Approach, Maximize your Returns, CFO Intentional Financial Planning, Coordinated Tax Planning and Preparation, and social media on Instagram and FB tax tips! 

Price: $1,350/quarterly