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What does a financial planning relationship look like?
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Talk & Targets: In the first meeting we get to know you and your situation and pinpoint your highest value goals and pain points so advice stays laser focused on what moves the needle.
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Examine & Evaluate: In the second phase (usually in a second meeting) we scan income, RSUs, and prior tax returns to learn to up to two to three tax savings opportunities.
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Craft & Communicate: Translate insights into a clear, prioritized action blueprint—so you know the exact levers to pull first.
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Harmonize & Harness: Lay out next steps, a personalized timeline, and accountability to keep momentum rolling the moment we finish the call.
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At Tax Relief Secrets, we provide you with insider tips, expert advice, and valuable resources to help you navigate the complexities of the tax system. Whether you’re an individual taxpayer or a business owner, we’ve got you covered.” To…
“Cost of making financial mistakes” | Y Axis à “The amount complexity in your financial situations”
We earn fees off off the assets that we manage. We have rolling fee that starts at .85% for any account under two million and .60% on any account over two million.
Not only do our experts have experience and credentials that meet, and excel, the industry standards, but they have additional deep experiences working in technology companies and currently work with dozens of employees of the world’s largest tech companies as financial planners.”
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