Our objective is to simplify complex situations
Our process should feel like a layered conversation
Curious what your taxes might look like this year, next year, or years down the road?
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As part of our onboarding process, we provide a complimentary tax projection that helps you plan ahead with clarity. We evaluate your current tax return line by line and identify potential savings, risks, and opportunities. You’ll see how decisions today — from Social Security to Roth conversions to investment income — may affect your tax picture over time.
It’s not just about filing your taxes — it’s about using them as a powerful planning tool.
The SkyBlue Wealth Navigation System
01
Are We a Fit? Fill out our interactive form to gives us some information about yourself. If we feel there is a good fit we will reach out to schedule a discovery call
02
Goal Discovery We'll work together to identify your goals and objectives and collect data for analysis
03
Baseline Plan We develop your base case plan and assess the strengths and opportunities
04
Plan Options We'll simulate alternatives and changes that may have broad impacts on your plans
05
Implementation Trial This is a phase rather than a step that gives us a 12 to 18 month opportunity to connect for a deeper dive into plan layers and nuances
06
Continuous Support The SkyBlue Wealth Method is a long-term cycle that repeats. Internal or external change will happen. We will be proactive and adaptive in updating your course