FinTax Planning, LLC
Our Process
1. Introductory Call
If you’re curious about working with us, this is where to start. During this call, we’ll discuss your goals, familiarize yourself with our approach & see if we would be a good fit.
2. Initial Consultations
1:1 visit where we will dive into current assets, insurance, debt, savings and more. Then, come up with a collaborative plan to help you reach your goals
3. Personally Tailored Plan
Your plan is a step-by-step guide with recommendations to meet your goals. This includes an automated process development.
4. Action and Follow up
During these sessions we will set your tailored plan into motion. After everything is set up and automated, we will continually monitor your progress. As life happens, we will adjust to meet your evolving needs.
PHILOSOPHY
We are a boutique finance and tax planning firm. Everything we do stands on the pillars of quality, integrity, excellence and service to the client. As a fee-only and advice-only firm, there is no sales pitch, no commissions, and no products sold, ever. We have a fiduciary duty to always work with your financial best interest as top priority.
TAX STRATEGY
Maximizing your ”Net Keep”
•Comprehensive Tax-Aware Strategies
•Active tax-loss harvesting
•Tax-aware investment and liability management
•Retirement strategies
•Estate planning
•Education planning
•Risk management
•Tax-sensitive distributions and withdrawals