Proactive Tax Review
Regardless of your income sources or filing status, nearly anyone who pays income taxes can benefit from having a professional review of your tax return to identify relevant planning opportunities.
A meticulous examination of your latest tax return
Uncover strategic tax planning opportunities
Personalized guidance for tax-advantaged growth
Peace of mind that your taxes are optimized
COACHING PLANS
Take control of your financial success
Self-Starter
One of our most popular services. Embark on your financial journey with confidence today!
Guidance to amplify confidence and expand horizons
Monthly 1:1 coaching sessions
Expert resources and tools
30-day money-back guarantee
Changemaker
Your financial partner in life's transitions. Expert guidance and tailored strategies for your success.
Tailored strategies to elevate your financial success
1:1 coaching sessions every other week
Proven tools for optimal results
30-day money back guarantee
Money Lovers
73% of couples experience financial tension. Bond, dream, and flourish as Money Lovers with our tested approach.
Transformative guidance from spending to dream-building
Weekly 1:1 coaching sessions
Tools to reveal deepest emotions and drive actions
30-day money back guarantee
ROADMAP TO WEALTH
A tailored path for your dream life
For Professionals
Are your finances truly serving your dream life and legacy? Dive deep into optimizing your financial strategies, ensuring every asset works in your favor for lasting prosperity.
In-depth tax analysis and forward planning
Strategic asset allocation and review
Defined investment criteria and guidance
Visualized wealth journey projections
Six in-depth 1:1 sessions with a tax & wealth expert
For Small Business Owners
Are your finances tailored to your ambitions and legacy? Elevate your business's financial health while aligning with personal wealth goals for a harmonious and prosperous future.
Duo tax analysis and planning: personal and business
Tax-efficient asset allocation and insights
Customized investment criteria and guidance
Visualized wealth journey projections
Eight in-depth 1:1 sessions with a tax & wealth expert
INQUIRE NOW5% OFF for groups of three or more; 15% OFF for students, veterans, and single parents. Please email support@baoba.us for discount codes.
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