Save.Invest.BuildWealth

 

Financial Planning

Majority of our clients are first generation college graduates or business owners earning 6-7 figures who are balancing multiple roles while keeping up with life's daily demands and family commitments. It's easy to lose sight of your finances when life gets in the way.

We can work with you to ease money-related stress by helping you identify what is most important to you; determine any challenges you may face on the road to achieving your value oriented goals; and create an action plan to achieve them.

We provide financial planning as a fee-only Certified Financial Planner (TM). We do not sell products which eliminates any conflicts of interests. We work for YOU and only YOU! 

Our 5 Step Financial Planning Process

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Financial Jumpstart

The financial jumpstart program is ideal for someone who does not need a comprehensive financial plan, but may have a pressing financial question or want a second opinion from a financial planner. 

We will meet virtually to discuss your financial concerns. Once we have an understanding of your goals, we will provide a written recommendation for you to implement. 

Investment: $597 (2-3 hours)

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Financial Foundation:

This program is a good option for someone who wants to establish a solid financial foundation, but may not have a need for an ongoing relationship with a financial planner.

We will meet virtually to discuss your financial concerns. Once we have an understanding of your goals, we will provide a written recommendation for you to implement.
 
Investment: $1,900 
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I Want to Retire Ready!

This program is designed for  professionals and business owners who are near retirement and want a retirement income strategy that affords them a quality of life they spent years saving for. It takes a comprehensive holistic approach to planning and is perfect for those seeking a long term relationship with a financial planner. 

Investment: $3,500 - $7,500

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TAX PREPARATION & PLANNING

Tax consulting services are provided through our sister company RKC Tax & Accounting, Inc. We serve individuals, business owners and independent contractors. 

Taxes is one of the largest expenses taxpayers will incur. We are passionate about helping our clients reduce their taxes and build wealth. Annually, thousands of hard earned dollars are lost because taxpayers feel taxes are merely a part of life.

Managing taxes does not end with the filing of a tax return, tax planning should be a part of the overall financial goals. We encourage our clients to meet with us throughout the year and upon the occurrence of a lifetime event (such as marriage, birth of a child, home sale, etc.) to ensure they are taking advantage of all applicable tax strategies. 

If you are interested in tax consulting services, please set up an appointment on our calendar. 

Tax preparation fees start at $450 

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Grab Your Freebie!

7 Tax Saving Strategies That Put Money Back In Your Pocket Now!

Forbes estimates that roughly 90% of small business owners overpay taxes. That's 9 out of 10 business owners! It's not surprising considering the tax code has more than 75,000 pages. This guide provides business owners with tax strategies to help reduce their tax liability and put more money in the bank.