Corporate Foresight. Personal Connection.
A tax return is just a snapshot of the past. Real financial clarity happens in the 364 days between filings, when life transitions and equity vests. We are here to replace the once-a-year model with a proactive partnership grounded in the expertise of a CPA.
Our Vision
Big business discipline. At your kitchen table.
Most CPAs are historians; they check your numbers in April when it is already too late to change the result. During my years managing multi-million dollar corporate budgets, I saw that major companies never made a move without their CFO modeling the outcome first. They used data-driven "what-if" scenarios to ensure every risk was mitigated. Kindled Planning was founded to bring that same level of rigor to the people who need it most.
Complexity, Managed.
We focus on high-impact professionals whose wealth is driven by equity compensation. We understand that this level of success naturally creates "ripple effects", it funds the launch of a private business, the acquisition of a rental portfolio, and the need for sophisticated legacy planning.
Navigating Your Inflow: Just as a corporation manages global cash flows, an equity earner navigates complex RSU vesting and ISO exercises. These require precise timing and multi-year modeling to ensure your equity is a wealth-building engine, not a tax disaster .
Refining the Outcome: Success in your career often leads to new ventures. Whether you are scaling a business or optimizing a rental portfolio, we apply the same strategic engineering to ensure your hard work isn't "leaking" away to unnecessary taxes.
The stakes are actually higher at your kitchen table than in a corporate boardroom. It’s not just a budget; it’s your retirement, your legacy, and your time. I founded Kindled Planning to bring that same level of corporate foresight to the people who need it most.
Our Core Values
Clarity Above All
You’ll always know where you stand and what’s ahead. No jargon, no confusion, just the clear data you need to lead your family or business.
Your Goals First
100% fiduciary, 0% product sales. Every recommendation is rooted in your best interest, period.
Time Well Spent
We leverage a digital infrastructure to make planning efficient, proactive, and genuinely worth your time.
Integrated Perspective
Taxes, planning, business, and life events are all connected, so we plan for them together.
Always Within Reach
Through our secure digital hub and video consultations, we are the dedicated strategist in your pocket, nationwide.
Human Connection
We build lasting, high-stakes partnerships grounded in trust. As a boutique firm, you always have a direct line to the expert.
Matt Curtin, CPA | Founder
I’ve always been a numbers person, but my real passion is connecting with people and educating them. I started this firm because I wanted to do work that actually mattered to the people across the table from me. While I value the discipline I gained managing corporate finance at the highest levels, I found my true passion in helping individuals navigate the complexities that success brings.
My goal is to move you from reactive filing to proactive strategy so you can stop stressing about the numbers and focus on what you love doing. I am here to provide the foresight you need to make confident decisions year-round.
Digital-First. Physically Grounded.
While Kindled Planning operates as a virtual-first practice to serve high-impact clients virtually across the United States, my roots are in Massachusetts. I maintain an office in Lancaster as a physical anchor; available for in-depth, appointment-only deep dives for my partners who value a face-to-face conversation.
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.