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. 
  
  2. The “What’s Important Meeting.” – Here we have an  honest conversation to discover your goals and dreams.
    3. 
  
  3. Information Request:   You will receive online requests that will help you gather the data we  need to get started.
    4. 
  
  4. Plan Review Meeting:   After compiling your data and thoughts, we meet to review your Living  Plan.
    5. 
  
  5. Plan Adjustment:   After meeting, Plan can be adjusted for any additional thoughts.
    6. 
  
  6. Plan Implementation Meeting:  Explain further and process any required  paperwork.
    7. 
  
  7. Web Portal   LP365 “White Glove” OnBoarding meeting:   Training session to demonstrate, create and populate your personal web  portals.
    8. 
  
  8. Review meetings every 6 months.
    9. 
  
  9. Semi-annual Client events.
    10. 



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