TD Financial Management

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Joshua Smith Joshua Smith

Executive Summary

Joshua, this Wealth Infrastructure plan is designed to help you build a solid financial foundation focused on three key phases:

  • Phase I: Get organized with proper tax structure and accounting systems
  • Phase II: Build emergency reserves and insurance coverage
  • Phase III: Grow wealth through strategic investments

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

Completed Work





Next Steps

  • Resolve 2022 & 2023 tax filings
  • Review financials and create 2026 budget
  • Set up / reconcile business payment methods for tour
  • Create 2026 income forecast
  • Create S-Corp & LLC financial analysis

Action Items

These items need to be completed to build your financial foundation:

  • Schedule tax compliance meeting — get update on tax status, last filings, and current standing
  • Get answers from Johnny regarding 2022 & 2023 tax submissions
  • Create an H2 financial model and forecast
  • Provide QuickBooks login (THAI)
  • Provide Squarespace login (THAI)
  • Provide tentative class schedule for the road (THAI)
  • Provide CB salary information (THAI)

Schedule a session to discuss these next steps.

Total Net Worth

$000,000

Pending assessment

Status

In Progress

401k / SEP-IRA

$00,000

Pending setup

Emergency Fund

$00,000

Pending establishment

Dividend ETFs

Not Invested

Awaiting allocation

Account Summary

401k  Pending
Emergency Fund / HYSA Pending
Insurance Pending
Tax Compliance In Progress
Dividend ETFs / Investments Not Started

TD Financial Management | Tabitha Denise | Financial Manager & Wealth Strategist

tabitha@tdfinancials.com | 410-793-7331