Client Portal

Your Financial Goals

• Tax & Compliance: Organize tax structure and rectify tax debt, get in good standing
• Accounting / Bookkeeping: Onboard onto QuickBooks, complete account reconciliation, create budget and expense tracking
• Financial Foundation: Build complete Wealth Infrastructure

Action Items

The following items need to be completed to build your financial foundation:

• Schedule tax compliance meeting - Thai will set up a meeting to get update on client's tax status, last filings, and current standing
• Set up QuickBooks account - Thai will set up meeting with Traci to get onboarded with current QuickBooks set up
• Establish emergency fund - create a HYSA for 3-6 months of monthly expenses
• Complete 401k  - Review client's current 401k and retirement accounts, create suggestions and growth plan 
• Set up meeting with CPA 
• Review insurance options - Evaluate life insurance and coverage needs
• Explore investment opportunities - Research dividend ETFs and create basic level portfolio structure

Completed Work

Next Steps

• Pay Onboarding Fee (covers Phase I)
• Lets get to work!!

Schedule a session to discuss these next steps.

Account Summary