Virtual Financial Planning and Tax Aware
Financial planning should fit your life, not the other way around.
Who wants to sit in traffic just to talk about their finances? Advice should be convenient, accessible, and available when you need it.
Through virtual financial planning, I work with clients wherever they are while providing the same personal relationship, ongoing guidance, and attention you'd expect from an in-person advisor. Technology makes it easy to meet, but the relationship and advice remain personal.
One of the most valuable parts of financial planning is making sure all the pieces work together. While I help clients coordinate every area of their financial lives, one of the most appreciated areas is tax planning.
I work closely with CPAs and use tax planning tools to help identify opportunities and evaluate how financial decisions may impact your overall tax situation.
This may include:
• Retirement contribution strategies
• Roth conversion opportunities
• Tax efficient investing
• Retirement income planning
• Charitable giving strategies
• Major financial decisions with tax implications
Your CPA plays an important role in preparing your tax return. My role is different. I help connect your financial strategy with tax-aware decisions and coordinate with your tax professional when appropriate.
The goal is simple: convenience in receiving advice and convenience in putting that advice into action.