People with a financial plan feel and do better. From a July 2025 survey report by Morgan Stanley:
“Financial planning matters at every stage of life and level of wealth. Our research confirms that a professionally created plan offers a roadmap to achieve financial goals—but perhaps the most compelling insight for us in this data is the positive impact it can also have on one’s life and sense of wellbeing….It’s never too late to start, and the data makes it clear that early and consistent planning helps people make better financial choices and creates opportunities for additional growth over time.”
Why
Our Tax Planning service gives you access to financial professionals who are dedicated to listening to you and learning your life goals & preferences along with your financial situation. They are ready to offer and discuss recommendations, and they are prepared to answer your questions and address your planning topics throughout the year.
How
Our planning staff collaborates with you via a robust Financial Planning platform featuring:
Planning for Financial Wellness: We add or subtract wellness topics to match your concerns (such as housing, savings, debt, retirement, tax rates, legacy, and more…); related metrics are calculated and evaluated, so you know how well you are doing for each metric and can prioritize and plan your progress.
Digital Coach: actively reviews your data and makes suggestions, regarding plan accuracy, strategy ideas, actions, key dates and scenarios, which will be tracked and discussed with your Accounting Associates planner.
Expert Support for self-study via recorded courses, live events, blogs and communities– plus, for additional fees, human coach and/or Certified Financial Planner.
Insight Reports: professional color graphics with full notes on interpreting them with your Accounting Associates planner.
Adjustable Scenarios: discuss with your planner to create and compare different financial paths or run simple what ifs and evaluate your preferred path forward.
Process
Anyone, at any age, with wages, other income, savings, investments, assets and/or debts, especially someone:
-
Struggling with paying monthly bills
-
Newly employed
-
Newly married
-
Newly divorced
-
Starting a new business
-
Investing in a business
-
Receiving an inheritance or civil settlement
-
Planning charitable gifts or gifts to family or friends
Suitability