We serve busy professionals and retirees who need advanced tax planning as a fully integrated component of their financial plans, and who want to have someone on their team with the experience and the expertise who can weave all the pieces of their financial puzzle together into an integrated whole:
Equity compensation (RSUs, ISOs, NQSOs, etc.)
Cross-border situations
Advanced income & estate tax planning
Why Work With Us?
We serve as a personal CFO for busy corporate executives who require advanced tax and financial planning and need a 360 degree perspective on your finances in order to make effective, goal-based decisions in the little time you have. We serve as a trusted advisor who can provide actionable guidance to help you achieve your personal goals by helping you set priorities, explore alternatives, and understand potential unintended consequences, allowing you to make decisions with confidence. At this stage in your career, you are laser-focused on growing your wealth - it's our job to help you protect and preserve it.
With equity compensation (RS, RSUs, NQSOs, ISOs, ESPPs), we first analyze both your grants and existing holdings, explain the choices you have, outline the timeline for action, and help you develop a consistent strategy for managing these assets in an intentional way to further your goals.
For cross-border planning, we first analyze your situation to understand your US and foreign assets and reporting requirements, explain your options to optimize your situation on a global basis, and help you consolidate your assets so that they are best structured to support your long-term goals.
The Soaring Wealth LLC
Financial Planning Process
At Soaring Wealth LLC, our goal is to provide you a customized financial plan that is tailored to your personal goals. We follow a proven three-step process to ensure we understand your situation and needs before recommending individual strategies to ensure your financial success.
1
Introductory
Consultation
During this 30 minute consultation, we'll discuss your situation in detail so we can understand your needs and explore how our services could help you achieve your goals.
2
Develop A Customized Financial Plan
Based on your unique needs, we'll develop a customized financial plan to help you achieve your financial goals and feel more confident about your future.
3
Secure Your Financial Future
If you decide to work with us long-term, we'll meet regularly to monitor progress, address questions, and proactively keep you moving toward your goals.
Confidence - Perspective - Freedom
1
CFP® and Fiduciary
As a CERTIFIED FINANCIAL PLANNER™, we have met extensive training and experience requirements outlined by the CFP Board. As a CFP®, we are held to a fiduciary standard - to always put our client's interests first.
2
Fee-Only
At Soaring Wealth LLC, our fees are transparent - we don’t sell financial products and aren’t compensated by anyone but our clients for our recommendations.
3
Comprehensive Planning
When building your financial plan, we endeavor to ensure that every element of your financial life is integrated into a seamless whole to help you achieve your goals effectively.
4
Continuing Education
As members of NAPFA and NAEA, we are committed to 30 hours of continuing education in both financial planning and tax preparation and planning (60 hours total) every year - which we frequently exceed.
5
Experienced
Providing tax services for almost 20 years, including almost a decade at a Big Four public accounting firm (focusing on cross-border planning and serving high net worth clients), and achieved the CFP® credential in 2015.
6
Evidence-Based Portfolios
When building your financial plan, we endeavor to ensure that every element of your financial life is integrated into a seamless whole to help you achieve your goals effectively.
