For Individuals & Families
Plan ahead, owe less.
Filing tells you what you owe. Planning helps you owe less. Pick the level that fits, from a one-time look at where you stand to a full year-round strategy.
Options
Two levels of planning, built around where you are.
Snapshot
One-time look
A one-time projection to see where you stand before tax season.
- A projection of your year
- Where you could save
- A short action list
- A complimentary Silver Grove Financial Group review
Forecast
Year-round
Year-round planning with your return included. Quoted to your situation.
- Everything in Snapshot
- Quarterly planning check-ins
- Projections updated through the year
- Entity and owner-pay planning if relevant
- Return preparation included
How pricing works
Quoted to your situation, not off a list.
Planning work varies a lot from person to person, so we scope it first and give you a number before anything starts.
What is coming up
Events on the horizon
A sale, a retirement, a move or a year that looks different from the last.
Income complexity
Income sources
How many sources, how much variation and whether any involve estimates or withholding gaps.
Time horizon
Planning window
One-time Snapshots and year-round Forecast plans are scoped differently.
Want to see what is possible?
Start with a Snapshot, or reach out and we will help you pick the right level.