1:1 Coaching for Wealth Building

Service Description

The Quarterly Wealth Coaching Program is a year-round, 1:1 engagement where we meet four times a year to work through your tax strategy, financial goals, and wealth-building decisions — before deadlines pass and while there's still time to act. Here's what makes it different from just hiring a CPA at tax time: • We build a plan together — not just a return • You get a CPA in your corner throughout the year, not just in April • Sessions are focused on your specific situation, goals, and decisions If you'd like to get a feel for whether this is a good fit before committing to anything, I'd love to set up a complimentary 20-minute introduction call. No obligation — just a conversation.