Complimentary Tax Planning Session Application
Your Tax Planning Strategy Session will consist of two meetings, with the goal of demonstrating the value of proactive tax planning and giving you an actionable plan to get started.
- You will start with a Discovery Meeting on Zoom or at the office of your local Savant Advisor to further explore your vision for the future, understand what you want to accomplish, and review your financial picture. As a follow-up to that meeting, we will request to review your investment account statements and tax return, along with other pertinent tax and financial data.
- A week or two later, we will connect again for an Exploration Meeting to review proposed strategies and lay out an action plan. This would include not just tax planning but also investment, retirement, and estate planning strategies. After that Exploration Meeting, it is our intention for you to walk away with greater understanding of your tax situation and an actionable plan to get started. At the conclusion of this meeting, we would also be happy to talk about what it would look like to continue working together in an ongoing wealth management relationship, but you are under no obligation to do so.