Diagnosis: Gaps in personal financial planning and protection.
Symptoms: Taxes handled annually with little strategy, and life insurance that hasn’t been reviewed or may not fully protect the household.
Prescription: Personal tax preparation and planning paired with a life insurance review to support long-term family stability.
Diagnosis: Operating without proper financial structure or systems.
Symptoms: Income coming in, but no formal business setup, mixed finances, and limited visibility into taxes or compliance.
Prescription: Business startup filings, bookkeeping systems, and tax support designed to bring order and consistency.
Diagnosis: Business growth without coordinated planning.
Symptoms: An existing entity, but higher tax exposure, limited strategy, and little long-term protection planning.
Prescription: Ongoing tax planning, entity optimization, and protection strategies aligned with business goals.
