YOUR Scenarios and Choices
This is my favorite game! First, you get to dream about what kind of life you’d like to live, What’s really important to you? The clearer you are about where to want to wind up, the clearer your choices become. Let’s build a financial foundation for that life.
Then we play the “If This, Then What?” game. We take your situation and think of different possible scenarios. What are different ways that this situation could play out? What are the possible tax and other financial implications? What about the personal fulfillment outcomes?
Given your life goals and the financial implications of the scenario, what are your realistic choices? What if you make a different choice? What are those implications? I always look for ways to reduce federal, state or local tax liabilities to the fullest extent of the law. And I also understand that sometimes a personal goal is more important than getting the maximum tax saving.