Our Services
At Kindled Planning, we believe the best results come from long-term relationships, not one-time checklists. Our subscription model keeps us in your corner year after year, helping you navigate taxes, savings, and life decisions with proactive, personalized guidance. In addition to our ongoing planning relationships, we offer select, one-time tax planning and preparation engagements each year to support new connections in our community.
What We Offer
At Kindled Planning, we offer year-round financial guidance that connects your taxes, cash flow, and life goals into one cohesive plan. Think of it as having a personal CFO in your corner, proactive, practical, and focused on helping you make confident, tax-smart decisions.
Our Pricing
Choose the Personal CFO service that fits your stage of life. Every plan includes proactive planning, unlimited support, and a trusted advisor in your corner year-round.
All subscriptions are based on an annual engagement, billed monthly.
Individual CFO
$250/mo
For individuals preparing for future family or business ownership
1-2
Annual Personal Tax Return
Tax-Smart Financial Plan
Cash Flow & Debt Planning
Employer Benefits Review
Retirement Eduation
College/Education Planning
Insurance & Estate Guidance
Business Tax Return Prep
Quarterly Business Tax Planning
Owner Compensation Strategy
Bookkeeping/Accounting Review
Scheduled Meetings per Year
Unlimited Email & Text Support
Priority Turnaround
Family CFO
$300/mo
For households juggling multiple financial goals and priorities
2-3
Annual Personal Tax Return (joint)
Tax-Smart Financial Plan
Cash Flow & Debt Planning
Employer Benefits Review
Retirement Education
College/Education Planning
Insurance & Estate Guidance
Business Tax Return Prep
Quarterly Business Tax Planning
Owner Compensation Strategy
Bookkeeping/Accounting Review
Scheduled Meetings per Year
Unlimited Email & Text Support
Priority Turnaround
Small Business CFO
$450/mo
For entrepreneurs and owners integrating personal + business finances
up to 4
Annual Personal Tax Return
Tax-Smart Financial Plan
Cash Flow & Debt Planning
Employer Benefits Review
Retirement Education
College/Education Planning
Insurance & Estate Guidance
Business Tax Return Prep
Quarterly Business Tax Planning
Owner Compensation Strategy
Bookkeeping/Accounting Review
Scheduled Meetings per Year
Unlimited Email & Text Support
Priority Turnaround
Additional Services
While our ongoing Personal CFO services are the cornerstone of Kindled Planning, we also accept a limited number of ad-hoc projects each year. These may include tax planning or tax preparation for those seeking targeted support or wanting to experience our approach before committing to a full subscription.
Kindled Planning LLC provides financial planning and tax advisory services under a CPA license and does not provide investment management or individualized investment advice.
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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