2922 Fuller Avenue Northeast,
Our process starts with the expert tax focus of our firm Strategic CPA Accounting & Tax Solutions. We then offer to help our clients with their tax-smart wealth management needs through our services at Strategic CPA Investment & Wealth Management. In order to help you with your detailed wealth management and financial planning, we must work with you to develop a comprehensive plan that meets both your current as well as your future goals and objectives.
This is the first part of establishing a fruitful partnership, so be prepared! In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.
Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.
Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.