empowering you to financial freedom

Financial Planning

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In the words of Benjamin Franklin, "failing to plan is planning to fail." According to a study reported on by CNBC, roughly 33% of Americans have no financial plan at all. Over 58% of those who do say their existing efforts leave a lot of room for improvement. Financial planning is more than just numbers and charts- it's about realizing your life's dreams and goals. We are committed to understanding what matters most to you and crafting strategies that align with your unique aspirations and values.

At SDC CPA, we can help you with:

  • Budgeting, Savings, and Debt Management

  • Tax Planning

  • Planning for College Savings/Major Purchases

  • Insurance Planning

  • Planning for Retirement

  • Estate and Succession Planning

  • And more

Financial planning

Customized Strategies for Every Milestone

Our comprehensive planning involves

Financial Planning

Solutions to fit every budget

If you're just starting out or well into your career, we can help. We offer tiered packages, depending on the level of service you need.

Financial Portal

$200 /yr
  • Link financial accounts

  • Track spending

  • Create a budget

Comprehensive Financial Planning

Starting At$1,500
  • Includes Financial Portal

  • Includes Retirement Planning

  • Includes full financial planning, insurance planning and Social Security optimization

  • Development of a tailored plan

Retirement Planning

Starting At $750
  • Includes Financial Portal

  • Includes setting/optimizing goals

  • Development of a tailored plan

Your future at your finger tips.

Request a free demo of our financial portal today.