Tax Health Assessment™
A substantive diagnostic of where you stand: your baseline, your priorities and a written roadmap. Planning starts from evidence about your situation, not a general conversation.
It starts with your numbers.
In Discovery, we take in your story and your numbers: prior returns, pay, expected earnings, what is changing in your life and what you are planning for retirement.
Then Bridge does the analysis, before we meet again. The Assessment meeting is about what we found, not about gathering information.
A conversation, not a slideshow.
We walk you through what we found, and the priorities are settled with you, live, in conversation.
The few priorities that matter
Not a long list of ideas. A small number of clear priorities, chosen together, with what to do about each.
Plain English throughout
Every strategy is explained in plain terms: why it applies to you, how it works and what the risks are.
What doesn't fit, and why
Popular strategies you may have read about are weighed honestly. If one doesn't fit your situation, you'll hear why.
An honest view of the value
Planning-grade estimates of what the plan could be worth relative to the fee, and a plain answer on whether ongoing planning makes sense for you. Estimates, not guarantees.
A written roadmap.
After the meeting you receive a short written recap: your priorities, what to do about them and when.
It becomes the record your Quarterly Reviews measure progress against, so the plan is carried through the year rather than filed away.
The same start for everyone.
Bridge Protect™, Bridge for Business™ and CFO Insight™ all begin with the Assessment.
For a business owner it extends across the business, the owners and the household. CFO Insight runs it at the level an established business requires.
The Assessment begins with Discovery.
A short call to see whether Bridge is the right fit.