Gather Financial Data
This is almost like preparing a mini tax return. I'll need a current year to date profit and loss for the self-employed, last paycheck stub showing tax withholding, and any financially related changes such as birth of new child, a new college student, sold/purchased a house, investment activity, etc.
Are you expecting an inheritance to pay-out, starting a new business, income greatly increased or any other changes that haven't started but you are expecting to start before the year-end.
We'll connect for a 1:1 session to review your report and highlight recommended strategies you should focus on. Please note, implementation is not included. We'll discuss strategies you can employ based on the full report.