One stop shop for all your tax planning, Aventurine Planning is here to help you with your finances and staying compliant with your taxes. If you're looking for someone to help you simplify what your taxes mean for you, you've come to the right place! Set up a call with our team to learn more about our services and how we can help you spend less of your time worrying about taxes and more time doing what you love.
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Don’t underestimate the power of tax planning ??
Tackling tax fears and helping you create a plan to reach your goals (money or not) | Education forward, helping you every step of the way ?? | CFP Board Ambassador
Who can relate? ????♀? This is why I’m such a big planner - I hate those types of surprises! ?? Tax planning is the way to go (and now is a great time to do it!) ????
Can’t wait for this incredible opportunity and I’m incredibly honored to be asked to speak about reviewing tax returns in the financial planning process ??
Tackling tax fears and helping you create a plan to reach your goals (money or not) | Education forward, helping you every step of the way ?? | CFP Board Ambassador
I’m so darn excited to be sharing I’ll be speaking at FPA NEXGEN in August! ???? I’ve been to this conference the last couple years since deciding to pursue financial planning and the CFP?. The welcoming people of Nexgen are incredibly kind, innovative, thoughtful, and all around a top-notch supportive community. I am a huge fan. I’ll be speaking about reviewing tax returns for financial planning opportunities ?? If you’re going please let me know and I’d love to connect or chat more (or please share with a new financial planner, someone thinking about pursuing the career, or a career changer), and you can register here: https://lnkd.in/dEq3-Hne