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Financial Planning Services

Financial planning services

Whether you are planning for your business’s next twelve months or for your own retirement, there are many variables you will need to take into account, and financial outcomes can be hard to predict if you don’t have a background in financial planning. Our team at Chandler & Knowles CPAs can provide both business and family financial planning services that allow you to better understand how your financial assets can benefit you in the future. Make well-informed decisions with your money by enlisting the help of a CPA financial planner.

Benefits of Financial Planning Services

If you run a business, financial planning will help you determine your projected revenue and decide where to concentrate resources for the best possible outcomes. You and your professional financial planner will look at your current cash flow, business structure, assets, insurance coverage, liabilities, and taxes in order to better determine how to minimize risks and meet your short- and long-term financial goals.

Financial planning for yourself or your family is similarly concerned with identifying future opportunities and risks but also looks at individual life events that impact your financial status. A CPA could, for example, help you prepare to buy a house, plan for retirement, save money for your child’s college tuition, and identify opportunities that will benefit your loved ones.

LEAP Financial Planning

No matter what financial planning needs you may require, our team can help you understand how your assets work together and how you can grow your finances. Our firm uses the Lifetime Economic Acceleration Process (LEAP), an intuitive ‘board game’ approach that lets us provide sound financial planning advice to our clients. LEAP financial planning divides all financial products into Protection, Savings, and Growth categories, which makes it easier to see how your assets fit together, where there are risks, and where there are opportunities for growth.

In addition to helping you view your finances through the LEAP model, we will clearly explain the pros and cons of various options to help you make better-informed financial decisions. We will also monitor your progress towards your goals and help you make changes when necessary. As a full-service CPA firm, we have the resources and knowledge necessary to provide the services you need, no matter what stage of your life you are in.

When to Work with a Financial Planner

A financial planning consultant from our firm can help you when you don’t have time to do your financial planning on your own, you want professional third-party advice on a plan you’ve already created, or you don’t even know where to start based on your financial planning needs. A financial planner can also be incredibly beneficial if you have recently experienced a major life change; for example, you received an inheritance or got married or divorced. If you need assistance with retirement planning, advanced tax planning, or risk management, we can help.

Financial Planners Online

Contact Chandler & Knowles CPAs by filling out our online form or calling 817-430-3000, or visit our location in Flower Mound.We look forward to helping you identify financial opportunities for your business or family.

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Client Testimonials:

"I recommend Chandler & Knowles CPA's without hesitation, and we look forward to working with Rochelle, Kristy and the rest of the C&K staff for another 7 years and beyond!"

~ Tony Rex, CEO of Medical Experts of Texas, P.A./Premier Inpatient Management Services, LLC

They are a great company to trust with all of your tax needs. They are good people and I enjoy my relationship with them. And it truly is a relationship, not just a service I use once a year.

~ Rick Schenck, UPS Business Owner

Great people. Effective. Efficient. Competent. Unlikely you would find a better, or even equal, CPA firm in the DFW Metroplex, and likely in the State.

~ Todd Benton

"The staff at Chandler & Knowles CPAs could not be better! They are always friendly, accommodating, and efficient. Their quick return/response time is greatly appreciated, as customer service is an uncommon practice during this day and time."

~ Tracy Richards