When “Year-Round Planning” is a Good Fit

Proactive planning and the best possible results.

If you can check *any* boxes on this list, the Year-Round Planning option may be a good fit for you.

2. Year-Round Planning + Reporting

• You are currently self-employed.
• You want to start or partner in a business soon.
• You own (or are a partner in) multiple real estate holdings.
• You have more than $100k in retirement and/or investment accounts.
• You have multiple streams of income or income earned outside the US.
• You value expert advice to pay the least tax possible.
• You want a partner to help to reach your goals faster