Everything you need to reach your goals, faster.
“Financial Success” shouldn’t just be for the rich and famous. We take care of your taxes, help you achieve the best possible results in your financial life, & eliminate any potential threats along the way.
Package
Personal Financial Care Bundle
Price
Starting at $199/month
What’s Included:
Proactive Tax & Financial Success Planning | A strategic tax & results plan for your personal finances plus the active support you need to make your goals a reality. We’ll perform an ongoing review of your tax situation so you'll know you're paying the least amount of tax possible so you can save & invest your income in other ways.
Personal Net Worth Analysis | Gain power from knowing the exact picture of your current financial health. Know where you are & track your progress over time.
Critical Threats Review | Know all the critical areas of your financial life are covered, plus guidance & help neutralizing any potential threats.
Withholding Review | Review of your tax withholding to make sure your current amounts are aligned with your other goals and protect against any bad surprises.
Streamlined Preparation & Filing of Your Return | Since we plan for the best possible outcomes year-round, your federal (and state) return can be taken care of quickly and efficiently. Tax time will be simple and stress-free.
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 so you you’ll always have peace of mind.
Access to your Personal Financial Care Team | Valuable insights and world-class service from the people who know your finances inside and out. Never pay for phone calls, meetings, or consultations again! Unlimited virtual access to your team.
How It Works:
1.
Mutual Exploration | We'll discuss your immediate needs and long term goals for your personal finances to verify if the Personal Care Bundle is a good fit.
2.
On Boarding | You’ll enroll in the right package for you and we’ll gather all the critical data we need to get started.
3.
Better, Faster Results | We’ll take care of all your immediate tax needs (so you don’t have to) and we’ll start working towards your goals!
Get the results you want with personal advocate to help every step of the way.
“Money is complicated, Michael helped create clarity by asking some simple questions and really listening to my answers. He’s my financial therapist.”