Customized Proactive Tax Planning.................In the Land of Pleasant Living.............Our Family to your Family Empower and Educate Clients and Community Toward Financial Peace through Servant Leadership 410-825-5120 ProActive Tax Planning Saved my Clients over $800,000 since 2012. Get your share, call us today!

Next Steps:

Our Process is as follows:

  1. Initial meeting to explain my mission and explore how we can work together.
  2. The “What’s Important Meeting.” – Here we have an honest conversation to discover your goals and dreams.
  3. Information Request:  You will receive online requests that will help you gather the data we need to get started.
  4. Plan Review Meeting:  After compiling your data and thoughts, we meet to review your Living Plan.
  5. Plan Adjustment:  After meeting, Plan can be adjusted for any additional thoughts.
  6. Plan Implementation Meeting:  Explain further and process any required paperwork.
  7. Web Portal  LP365 “White Glove” OnBoarding meeting:  Training session to demonstrate, create and populate your personal web portals.
  8. Review meetings every 6 months.
  9. Semi-annual Client events.

As you see, a process with great thought and vision.  Join my Private Clientele. 

Call to schedule the initial meeting.

Thanks again,  Brian Chrest CPA.

 

 

Chrest CPA Tax & Financial, PC

1511 York Road

Lutherville, MD 21093