FINANCIAL 360 TAX STRATEGY
Financial 360 is a complete, proactive review of your entire financial picture — income, business, investments, and real estate — delivered as a personalized Tax Strategy Report and Action Plan built to legally reduce what you owe and eliminate year-end surprises.
Full Financial Review
We analyze your income, business, investments, and real estate before we ever meet.
45–60 Min Strategy Meeting
A focused one-on-one session spent entirely on your findings and opportunities.
Report & Action Plan
A written plan of our findings, recommended strategies, priorities, and next steps.
Deadline-Ready Timing
Every recommendation comes with when to act, so time-sensitive savings aren't missed.
FAQ'S
What exactly is Financial 360?
A complete, proactive review of your tax and financial situation — income, business, investments, real estate, and more — resulting in a personalized Financial 360 Report and Action Plan
Do I schedule a meeting as soon as I pay?
No. After enrolling, you first complete a short questionnaire and securely upload your documents. We review everything in advance, then invite you to book your meeting — so your time is spent on strategy, not information-gathering.
How do I share my documents?
Securely through TaxDome, our encrypted client portal. After enrolling, you'll be invited to create your account and upload the requested records. Never send sensitive documents by email.
What does it cost, and what do I get
$2,500, which includes your full financial review, a 45–60 minute strategy meeting, and your written Financial 360 Report and Action Plan with prioritized next steps.
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