Prospective Tax, Accounting & Financial Planning - Tallahassee Florida
  • Home
  • Services
  • Personal Financial Planning


Personal Financial Planning

CERTIFIED FINANCIAL PLANNER™ professional, helping plan your sound financial future
As a CERTIFIED FINANCIAL PLANNER™ professional, we work with you in planning your sound financial future. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t refer to a single financial event or item - and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task. Financial planning is a comprehensive, all-encompassing, approach to your finances and all things or pieces of life which may affect or touch your finances. We work with you to organize, properly plan, mitigate risk, and take the guesswork out of managing your finances. We make certain you understand the implications of each financial decision you make - how each decision affects your overall financial picture. Everyone has different goals, so it’s important to tailor a unique plan that works specifically for you, and your financial situation, both now and in the future. 
 
It’s easy to feel overwhelmed or confused when trying to create an effective financial plan. We help you organize, focus, and see the big picture.

Are you looking for help with any or all of the following? Most clients come to us with the following needs:
  • Want to better manage your finances, but aren’t sure where to start
  • Don’t have time to do your own financial planning
  • Want a professional opinion about the plan you’ve developed
  • Don’t have sufficient expertise in certain areas such as insurance, taxes or retirement planning
  • Have an immediate financial need or unexpected life event
Contact us today. We will work with you to create a functioning financial plan to live by, and in doing so - alleviate your stress and anxiety surrounding your financial situation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.  

How Can We Help You? Contact Us Now.

Please do not communicate sensitive information through this webform. We utilize a secure, encrypted gateway to communicate / send all sensitive & private information.
Please provide your name.

Please provide valid email address.

Please provide valid phone number.

Please provide the service you need

Invalid Input

Invalid Input

Please help us control web spam - complete the ReCaptcha. The form will not submit unless the Captcha field is properly completed.


Prospective Tax & Financial Planning LLC
Tallahassee Florida CPA providing Tax, Accounting & Financial Planning services to Businesses, Individuals, Trusts & Estates

1291 Cedar Center Drive
Tallahassee, FL 32301
Office 850-266-7661 | Cell 850-815-9291 | Fax 850-677-3730
www.Prospectivetax.com