For Business Owners & Individuals
Personal Financial Planning
In its original form, financial planning services were delivered like an autopsy – thoroughly reviewed once and rarely revisited. This can be very helpful if you’re seeking to rapidly change your financial situation (and also have the time and resources to make all of the changes at once). Unfortunately, very few people fit into this category – they work, have families, and are working with limited time and/or money.
For most of us, becoming financially well is a journey that takes place over a longer period of time. The traditional single-use financial plan eventually becomes dated, and then finally obsolete. Tao Financial works with you to develop a Living Financial Plan, which serves as a tool to support you tackle Life’s big financial questions on an ongoing basis. It provides real-time feedback on the progress you’re making towards your goals, and lets you map out and compare various paths through life. We also encourage you to take a broader view of what success in the future will look like for you.
To support you with achieving long-term financial success, we offer a variety of ways for you to work with us: one-off comprehensive planning, ongoing financial planning and coaching, and as-needed consulting services on an hourly basis. Different people have different needs, and you should have the option to be helped in the way that works best for you…period.
We typically cover the following topics as part of a financial planning engagement, as-needed:
- Cash Management & Savings Assistance
- Debt Management
- Retirement Planning
- Planning for your elder years
- Risk Management (i.e., insurance) Protection
- Estate Planning & Asset Protection
- Tax Planning for your investments and retirement distributions
- College Planning