What is a Tax-Smart Blueprint?

 

A Tax-Smart Blueprint is a comprehensive financial and tax strategy plan.

 

The goal of this plan is to help you keep more of what you earn, save and invest effectively, and to make sure your retirement and estate plan make sense from a tax perspective. 

 

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Why My Clients Hire Me:

 

California Specific

California has the highest state income tax rates in the country and complex compliance rules for businesses and high earners. Generic financial advice won’t cut it in California.

 

No Hidden Agenda or Hidden Fees
I provide legal and tax advice. I don't sell funds or insurance.

You are in the right place if you’re tired of generic stock and bond portfolios being passed off as a “financial plan” by “advisors” who are paid by brokerage or insurance companies.

 

Attorney-Client Privilege
Our conversations stay confidential.

 

Clear, Actionable Advice
I offer jargon-free, actionable advice. I cut through complexity to empower confident, informed decisions. 

 

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What does a Tax-Smart Blueprint Include?

 

• Savings Assessment

• Investment Strategy

• Business Tax Efficiency Review

• Tax Planning for Parents 

• Health Care Plan Tax Efficiency Assessment

• Retirement Plan Assessment

• Estate Plan Tax Efficiency Assessment

• Asset Protection Assessment

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How It Works​

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1.   Initial Strategy Session 
 

This initial conversation is all about getting to know you and understanding your financial goals, priorities, and concerns. My aim is to leave our meeting with a clear picture of where you want to go, so I can start mapping out the best way to get you there.

 

2.   Plan Creation

 

I perform an in-depth review of all the financial information you've provided to me and I craft your individualized financial and tax strategy plan (your "Tax-Smart Blueprint").

 

3.   Plan Presentation Meeting 

 

In this meeting, we discuss your plan, making sure you understand and feel comfortable with every aspect. Then we’ll outline clear next steps to put this plan into action, ensuring you leave the meeting with a solid understanding of your financial roadmap and the confidence to move forward.

 

 

Next Step: Book Your Tax-Smart Blueprint Discovery Call 

This call helps us both decide if we’re a good fit. I only work with clients I know I can truly move the needle for.

 

We’ll explore your goals, my approach, and whether working together makes sense. If not? I’ll happily recommend other options.