You picked
I have a big money decision coming: retirement, an inheritance, selling something
The biggest tax bills come from decisions made without the numbers: when to retire, what to do with an inheritance, how to sell. The Strategy Session is built for one such decision, before it's made.
Opens our secure client portal, run by TaxDome: one question, about five minutes, nothing to pay. Or call Karigan at (443) 390-5488, Monday to Saturday, 9 to 6 Eastern.
What happens next
-
1
You start, or you call
Karigan calls you back within one business day, hears what the decision is, and tells you the fee James sets for it before anything is signed.
-
2
Your records, then your meeting
Your proposal and IRS authorization arrive in your portal the same day. Once you've signed, we pull your IRS records and read them, and Karigan books your planning meeting with James.
-
3
A written plan within ten business days of your meeting
After the meeting, your plan arrives in writing: the choices, what each one costs in tax, and the order to do things in. When it's done, you can join the Stewardship Plan or not.
James sets the fee for your decision; it is on your proposal before you sign and paid at signing. If your decision can't wait for the IRS to release your records, ask Karigan about starting sooner.
Questions people ask
How is this different from the Stewardship Plan?
The Session is one decision, once. The Plan is a year: the same reading of your records, plus a fall projection, your return, monitoring, and a Retirement Tax Picture every summer. Many families start with the Session and then join.
Can my financial advisor join the meeting?
Yes, if you’d like. The plan is yours, and we are glad to work beside the people already helping you.
Want the whole picture?
Read the Stewardship Plan in full: what a year looks like, how it is priced, and every question families ask.