Taxes Don't Have to Feel
Confusing, Overwhelming, or Out of Your Control
If you’ve ever stared at tax forms, payroll numbers, or year-end statements and felt a mix of dread and “I should probably know this… but I definitely don’t...”
...you’re not alone.
Most of the women we work with describe tax season the same way: like entering a maze without a map.
And even if you’re organized… even if you’re responsible… even if you try to stay on top of things, there’s this lingering fear of:
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Missing opportunities you didn’t know existed
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Paying more than you should because the rules feel impossible to decode
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Feeling talked down to in conversations with tax professionals
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Or just feeling stuck because the system is complicated and no one ever taught you how to navigate it
If any of that lands- you’re exactly who we built this for.
Introducing: The Personalized Tax Strategy Package
A one-on-one, deeply customized experience designed to help you understand your tax landscape, optimize your financial decisions, and walk confidently into tax season, not overwhelmed by it.
This isn’t “tax prep,” and it’s not a generic consult.
It’s a hands-on partnership where we analyze your full financial picture and design a personalized tax strategy that you can use long-term- one that adapts with you, supports your future goals, and finally makes the tax system feel understandable and workable.
What's Included
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Two 1-on-1 sessions (1 hour each) where we discuss your strategy (note: you're welcome to bring the person/people with whom you share financial decision-making!)
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One tax bucket blueprint, fully customized to your financial picture, and notated with specific tax, income, and deduction thresholds. This is your specific blueprint that you can continue to use as a guide, and as a talking point for meetings with your CPA in the future.
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30 days of email support after our final session, so you can conitnue to have your questions answered and your next steps clarified.
What You'll Feel After Your Strategy Sessions
Clients tell us they walk away feeling:
✨ Clear
They finally understand their tax picture — not vaguely, not halfway, but truly.
✨ Empowered
They know how to make tax-smart decisions all year long.
✨ Confident
They speak with authority when working with their CPA or planner, instead of shrinking into the conversation.
✨ Supported
They finally have a team who explains things without condescension, confusion, or judgment.
✨ Equipped for life
With their personalized tax bucket strategy, they know exactly how to navigate the system — no matter how the rules change.
This isn’t just about saving money on taxes.
It’s about giving you a sense of agency and control in an area that has historically felt inaccessible.
Our Framework
The Tax Bucket Formula
We use our Tax Bucket Formula to get a complete view of your financial picture by grouping your income and expenses into three IRS-defined buckets. From there, we help you maximize the value of each bucket by spotting opportunities to shift items for better tax treatment, uncovering tax advantages you’re not yet using, and highlighting specific moves to make and when. The result: more take-home pay, lower tax liability, and investment opportunities that align with your goals and values while supporting smarter tax planning now and in the future.
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Mapping Your Full Financial Picture
We begin by gathering a complete snapshot of your income, expenses, assets, and liabilities, as well as previous years' tax returns. This helps us see how money flows through your life and where key opportunities or inefficiencies may exist.
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Analysis & Bucket-Sorting
Next, we categorize every income source and expense into the three IRS-defined buckets. This structured view helps clarify what’s currently taxed, what’s deductible, and what could be better optimized.
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Optimize Each Bucket for Tax Efficiency
Once your finances are organized, we analyze each bucket for opportunities. This may include shifting items for more favorable tax treatment, identifying missed deductions or credits, and ensuring your financial setup supports both your present and future plans.
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The End Result
Your Fully Customized Tax Blueprint
After completing your sessions with us, we deliver to you your tax bucket blueprint, completely tailored to your financial picture. This blueprint will help you inform financial moves for years to come. And yes, you can take it to your CPA!
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Identify Strategic Tax Moves and Timing
We outline the specific tax actions to take, and when to take them. From year-round tax opportunities to time-sensitive decisions, we equip you with the timing and sequencing needed to maximize take-home pay and minimize liability. In addition to these concrete steps, we'll also callout investment opportunities that might help you achieve your specific goals, while creating high tax efficiency.
Why Work With Us?
Proven Success
We've achieved what you're aiming for: financial and time freedom. And we did it from scratch before age 40, relying on smart saving, investing, and tax strategies—without a wealthy background. We understand your journey because we've walked it ourselves.
Holistic Financial Strategy
We don’t just focus on numbers or a single asset class. We think about your finances from a personalized, holistic view so that your take-away actions align with your lifestyle goals. Our desire is to get you living a life that feels 100% you.
Unbiased Guidance
Unlike commission-driven financial professionals, we're fully independent. We don't sell insurance, we make no commissions on anything you choose to invest in, and get no kick-backs of any kind. This means we can focus 100% on educating and supporting you, without any conflicts of interest. We're here to empower you on your financial journey, with no strings attached.
Pria N.
“I feel at ease with my finances now and I learn so much from you every time we talk. Thank you for sharing your knowledge and supporting me through this process. Thank you for helping me through my journey to financial freedom!"
Anna H.
"Caitlin listened patiently for me to articulate my concerns and struggles. And then, she gave me so much clarity and focus on what to do next, which was unique to what my concerns and goals were. This level of personalization and thoughtful strategy is something I had never found in all of my experience working with financial advisors!"
Zinni J.
"Susan is very encouraging, responsive, and patient with my questions. I want to apply all the strategies she has introduced me to in my journey into investing to achieve my ultimate dreams! I encourage newbie women investors like me to talk to her and start your portfolio today."