Services That Bring Alignment Action & Accountability to Your Finances
Whether you're ready to build a full financial plan or need help with a specific issue, AAA Advisory offers flexible services designed for real life. As a CPA and CFP®, I take a comprehensive approach—but I also know not everyone needs the full package right away. That’s why I offer several ways to work together, depending on your current goals.
Comprehensive Financial Planning
Financial Alignment That Leads to Real-Life Traction
For busy professionals who want to stop spinning their wheels and start taking meaningful action with their money. This is our signature, full-service planning model designed to keep you focused, aligned, and accountable—just like successful businesses using the EOS® framework. Quarterly Meetings + Ongoing Email Access
Fees for comprehensive planning start at a $2,400 annual fee.
💡 Ideal if you want a long-term partner to help you organize, act, and grow with intention.
Hourly or Project-Based Planning
Flexible Support for Specific Financial Questions
Sometimes, you just need a one-time consultation or a second opinion. I offer hourly advice —perfect for targeted issues or smaller planning projects.
Hourly rate for Project-Based Planning is $250/hr with a 3 hour minimum.
🕒 No long-term commitment. Just professional, unbiased guidance when you need it.
Tax Planning & Preparation
Taxes Done Right—With Your Bigger Picture in Mind
I'm a CPA with over a decade of experience helping individuals, families, and small business owners not just file taxes—but use them to make smarter financial decisions. Whether it’s a personal return, a small business, or a more complex estate or trust, I provide thoughtful, strategic tax services tailored to your situation.
I offer tax-only services as well as fully integrated tax work within your broader financial plan.
Tax services start at a fixed fee of $600.
💡 Already have a financial advisor? No problem—I collaborate or work independently based on your needs.