Tax-Smart Planning for Families & Business Owners
Your CPA-led personal CFO, delivering tax-centered financial planning for every stage of family and business life.
About Us
Kindled Planning is reimagining financial advice for the modern family. As your Personal CFO, we deliver integrated planning and tax strategy through a high-touch, technology-enabled experience. No commissions. No jargon. Just clarity, accountability, and the confidence to move forward, one smart decision at a time.
Our Services
Budget & Cash Flow Planning
Gain clarity on where your money goes each month. We’ll create a spending and savings plan that fits your goals without the spreadsheets or stress.
Tax Strategy & Preparation
As CPAs, taxes are at the core of everything we do. From annual filings to proactive year-round planning, we help you keep more of what you earn.
Retirement Education
We connect your savings, taxes, and goals teaching smart strategies for contributions, withdrawals, and tax-efficient income so you can plan with confidence.
Education & College Planning
Whether saving for your child’s first tuition bill or balancing multiple goals, we’ll design a plan that makes education costs manageable.
Insurance & Estate Guidance
Protect what matters most. We review your coverage and estate documents to ensure your family and business are secure.
Small Business CFO Services
From tax prep to owner compensation strategy, we integrate your business and personal finances so they work seamlessly together.
Equity Compensation Guidance
Stock options, RSUs, ESPPs, we simplify the fine print and build a tax-smart strategy so your hard-earned equity turns into lasting wealth.
Explore How We Can Help.
Ready to see how a personal CFO can simplify your financial life? Let’s start with a quick, no-pressure conversation to explore if Kindled Planning is the right fit for you.
Our Approach
We act as your personal CFO, bringing the rigor of a CPA and the accessibility of a simple subscription. Our focus is tax-smart, integrated planning that connects every part of your financial life: family, business, and future. With flat-fee pricing and zero product sales, your goals always come first.
Individual CFO: For individuals preparing for future family or business ownership
Family CFO: For high-income households managing multiple goals
Small Business CFO: For entrepreneurs and owners integrating personal + business finances
Featured Resource
What Is a Personal CFO, and Why They’re Possible Now
Feeling overwhelmed by money decisions, apps, and advice? This post explores what financial clarity actually feels like and how a Personal CFO helps busy families and business owners move from scattered to strategic with a clear, aligned plan.
Contact us.
Financial planning is personal, that’s why every relationship starts with a conversation. Reach out today to see how Kindled Planning can support your goals, your family, and your peace of mind.
Email:
info@kindledplanning.com
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