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Advanced Planning Process [Video]

Learn more about our Advanced Planning Process and how it can benefit your wallet.

Video Transcript:

We start with our comprehensive checklist that helps you to collect the necessary documents and get organized. Upon receiving them, we input your data into our financial modeling software. This gives us a complete picture of your financial life, and allows you and us to see your financial decisions on one page. With this type of modeling, we are able to see how one decision may impact another, similar to the ripples of waves from a splash of water.

From there, we identify your current position and determine the next steps based on your goals. Working together, we identify the strengths and weaknesses in your current position, and we make recommendations on how to improve any weaknesses. Most importantly, we provide the necessary education on all recommendations to make sure you understand and are fully comfortable with them.

As we work together, we will re-balance your model so that it stays up to date with all of life’s changes – Important changes like additions and subtractions from families, economic changes, or tax law changes. Through this educational, interactive, and transparent process, you will learn how your money is connected, and how you can make smart decisions to optimize your position.

Our goal is to present you with a more coordinated approach to money decisions, while keeping the overall financial position in mind. Some benefits of this process can include lower taxes, reduced risk, better protection of assets, increased savings and liquidity, and creation of more wealth.

With this coordinated and organized approach, we provide the framework to create financial strategies that empower you with liquidity, use, and control of your hard-earned money.

Contact us to learn more about this unique process, and we will present you with a demonstration on how you can benefit.

Contact a Tax Professional Today

To learn more about the advanced tax planning services at Chandler & Knowles CPAs, contact us today at (817) 369-3874 or fill out our contact form to schedule your appointment at one of our offices in Flower Mound or Addison, TX. Not from the area? We are still happy to assist you over the phone or through email.

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