Our collaboratively developed map in your
customized journey to financial freedom.
We collaboratively build highly customized freedom plans with our clients to support their journey to financial freedom. The components of freedom plan development include:
A clear life goal of what you want and why you want it. Once we know what you want life to look like we can build your entire plan around it to support your vision.
Like a budget but more fun. The plan ensures the money you do spend brings life and freedom.
A clear life goal of what you want and why you want it. Once we know what you want life to look like we can build your entire plan around it to support your vision.
Custom tailored tax strategies to compliment the other plans designed to help you keep more of what you earn.
An evaluation of the role your business has in reaching financial freedom. Considerations include: selling your business, slowing it down or accelerating it, working remotely, hours, systems, delivering value, etc.
Putting it all together into a cohesive plan and actionable steps to implement the plan.
Past CPA clients have legally saved roughly 5-10% of their adjusted gross income in taxes or more. If your estimated potential tax savings doesn’t cover double your freedom plan cost over the next three projected years we will reduce the cost of your entire Freedom Plan accordingly.
It’s difficult to communicate all the potential value without knowing your personal circumstances. Business owners and accredited investors will be best positioned to take full advantage of our services.