Slide 1

Getting to know you, getting to know us. Discuss how we can help and what you are looking for.

Slide 2

Diving deeper into the specifics of your situation and identifying your goals and planning priorities.

Slide 3

We request your personal financial details, analyze them, then develop a personalized action plan for you.

Slide 4

We walk through our initial action plan and begin implementing your specific strategies.

Slide 5

We meet formally once per year, but you have access to us at any time. We will continue to monitor your progress and help you make necessary changes, ensuring you stay the course.

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Fee Structure

*Based on tax return complexity and specific needs, we reserve the right to quote additional fees for additional services such as: Business related tax services (preparation, business tax planning, bookkeeping, payroll and any other miscellaneous services not explicitly listed here)



Upstream Financial Advisors