PERSONAL BUNDLE Easy Monthly Fee
Everything you need to reach your goals faster.
1 | CASH FLOW SUCCESS PLANNING
A strategic plan for your personal cashflow & active support so you can make your cash flow goals a reality.
5 | PROACTIVE TAX PLANNING
Ongoing review of your tax situation so you’ll know you’re paying the least possible tax & can invest your income in other ways.
2 | NET WORTH ANALYSIS
Gain power from knowing the exact picture of your current financial health. Know where you are & track your progress.
6 | PREPARATION & FILING OF YOUR RETURN
Your state & federal return will be taken care of in the best possible way, by our experienced professionals.
3 | WITHHOLDING ANALYSIS
Review of your tax withholding to make sure you’re aligned with your other goals and protecting against any bad surprises.
7 | IRS CORRESPONDENCE ASSISTANCE
Never fear correspondence from the IRS, State, or local agencies. We’ll tell you what it means & exactly what needs to be done to address it.
4 | PERSONAL FINANCIAL REVIEW
Know all the critical areas of your financial life are covered, plus guidance & help if anything is missing.
8 | YEAR-ROUND ACCESS TO YOUR TEAM
Year-round access to your personal financial advocate. We fight in your corner with knowledge & data you won’t find anywhere else!