The 360° Financial Fitness & Tax Check

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The 360° Financial Fitness & Tax Check

Take Full Control of Your Finances—with Expert-Led Insights and Strategy

What is the 360° Financial Fitness Check? 

This isn’t your average financial consultation. 

The 360° Financial Fitness & Tax Check is a personalized, in-depth review designed for individuals, families, and business owners who are serious about optimizing their finances and minimizing tax exposure. We evaluate where you stand today, identify critical gaps, and create a clear, strategic roadmap for where you want to go next. 

Whether you’re a small business owner, self-employed, or a high-net-worth individual—we provide clarity and expert-driven recommendations to help you thrive. 

Who Is This For? ​

✅ Small Business Owners looking to improve cash flow and reduce tax burdens 

✅ Self-Employed Professionals juggling business and personal finances 

✅ High-Net-Worth Individuals seeking strategic tax, investment, and estate planning 

✅ Dual-Income Families planning for college, retirement, and generational wealth 

✅ First-Generation Professionals navigating U.S. financial systems 

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Two Core Components:

1. Financial Check

  • Review of income sources and savings structure 
  • Kids’ education planning and 529 strategies 
  • Retirement readiness: IRA, 401(k), SEP, and more 
  • Diversification strategy: Are you too reliant on real estate or the stock market? 
  • Investment structure: Insurance, annuities, portfolio review, and more 

2. Tax Check

  • Detailed review of your past tax returns 
  • Current tax planning strategy evaluation 
  • Missed deductions or credits you should be using 
  • Legal ways to lower taxable income 
  • Entity structure review (for business owners) 

What’s Included in the 360° Financial Fitness Check?

You’ll receive a full-circle evaluation of your financial health covering: 

🔹 Tax Strategy & Missed Deductions: Maximize savings on W-2 income, business revenue, and investments. 

🔹 Retirement Readiness: Review 401(k), Roth IRA, SEP plans, and retirement savings progress. 

🔹 Business Entity & Cash Flow Review: Optimize your LLC, S Corp, or side hustle setup. 

🔹 College & Education Planning: Create smart savings strategies for future tuition expenses. 

🔹 Insurance & Risk Planning: Ensure your health, life, and property insurance align with your needs. 

🔹 Real Estate & Passive Income Strategy: Leverage depreciation, 1031 exchanges, and cash-flow planning. 

🔹 Estate Planning & Asset Protection: Set up wills, trusts, and legacy planning tools. 

🔹 Custom Roadmap: Walk away with a clear checklist of the next steps you can take now.