Balanced Advisory is designed for clients whose income and tax situation require more frequent planning and hands-on support. This is our most popular option for those managing business or rental activity alongside personal finances.
Includes everything in Grounded Advisory, plus:
Schedule C business activities and Schedule E rental activities
Two tax planning meetings per year
Ongoing estimated tax planning and projections
More proactive, mid-year planning support
Cash flow and income timing discussions
Planning around business deductions and credits
QuickBooks Online setup or review
Bookkeeper coordination and referral support
And more, as income, complexity, and planning opportunities grow.
Best for: Self-employed individuals and rental property owners who benefit from ongoing planning as income and complexity increase.
