About

Description I am looking for an experienced and certified Financial Advisor / CFP / CPA to help me build a long-term financial plan for my family. I want guidance on tax strategy, retirement accounts, debt reduction, budgeting systems, and overall financial optimization. This is not a one-time conversation—I’m looking for someone with expertise and an established practice who can help me create a clear, actionable financial roadmap. What I Need Help With Tax Strategy & Planning Review my current tax situation Advise on legal ways to reduce tax liability Recommend the right structures (e.g., filing strategies, deductions, credits) Provide guidance related to filing jointly vs separately Retirement & Investment Accounts Recommendations on which accounts make sense for my situation: Roth IRA Traditional IRA 401(k) / Solo 401(k) HSA / brokerage accounts Guidance on how much to contribute and how to allocate assets Long-term strategy for building wealth Debt Reduction & Personal Finance Management Help creating a realistic plan to eliminate debt Improve budgeting systems and monthly cash flow Show me how to maximize my income and build savings Recommend tools or systems that fit my lifestyle Requirements Certified: CFP, CPA, EA, or other recognized financial planning credentials Proven experience advising families or individuals Strong understanding of U.S. tax law and retirement accounts Ability to explain complex topics in simple, practical terms Established business or firm with verifiable history Excellent communication and willingness to collaborate Deliverables A complete financial review A personalized tax strategy A retirement & investment account plan tailored to my goals A debt-reduction and cash-flow strategy Written action plan + recommendations Please Include in Your Proposal Your certifications (CFP, CPA, etc.) Years of experience A brief overview of your approach Examples of similar work or client outcomes Your rate and availability