Our 3-step process

A simple, repeatable framework so you always know what happens next: discovery, design, and ongoing guidance.

1
Discover & clarify
We listen first—numbers, goals, stress points, and timing.
  • Review of prior returns and current paystubs
  • Walkthrough of your goals, concerns, and timeline
  • Identify quick wins and red flags
  • Confirm scope, pricing, and fit before moving forward
2
Design your coordinated plan
Taxes + cash flow + long-term planning, in one view.
  • Run scenarios so you can compare trade-offs
  • Prioritize action items by impact and timing
  • Document recommendations in plain English
  • Review together and clarify all questions
3
Implement & stay proactive
We update as life changes—no more “April-only” planning.
  • Support with implementation and coordination
  • Check-ins around key tax dates and life events
  • Adjust plan as income, goals, or laws change
  • Year-end review so you start the next year prepared

Ready to walk through the process together?

Book a discovery call on Daniel’s calendar and we’ll see if this framework is the right fit for your family or business.

Schedule a Call