Strategy Consulting Service
At Pasqua, CPA we are dedicated to helping our clients make logical and sound financial decisions. To that end we guide clients through our 3-step formalized process of Organize, Analyze and Recommend. The culmination of our process is the delivery of the specific strategies designed to help each client realize their particular financial objectives.
As every client is unique, it is imperative that we fully understand not only a client’s current financial situation, including their liquidity needs and risk tolerances, but also their short and long-term financial goals.
Once we have a complete picture of every aspect our client’s financial life, we then begin the process of determining the strategies that are needed to accomplish their objectives.
We analyze a business owner’s situation as it relates to the following key financial planning areas: (1) Business and Succession Planning (2) Income Tax Planning (3) Investment Planning (4) Business Benefit Planning (5) Retirement Planning (6) Estate Planning and (7) Insurance Planning.
Each planning area has strategies associated with them that have merit. However, the coordination of strategies across these six financial planning areas is extremely important not only to create efficiencies, but to maximize a client’s net worth over time.
We recommend those strategies that help clients reach their goals and is predicated on our analysis of all pertinent financial planning areas as they relate to each client.
Our recommendations are given to clients together with the supporting analysis for each recommended strategy.
Our analyses are clear and concise, and not a “Financial Planning” book that few would ever fully read. We just produce and then help implement those actionable strategies needed by a client to help maximize their net worth, together with the analysis to back it up.
And our business owners receive peace of mind knowing that the strategies are recommended by us as fiduciaries, working solely in the their best interest and never receiving a commission on any recommended product or outside service. Clients also are comforted in knowing they are receiving the combined expertise of a CPA, a CFA charterholder, and a CFP professional.