FINANCIAL COACHING

Beyond tax services, we provide practical guidance for a wide range of personal and business situations.

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Building and protecting your wealth takes more than spreadsheets. You’ll receive one-on-one coaching focused on clarity, confident decision-making, and the everyday financial details that help you stay on track and support the people who depend on you.

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Our personal financial coaching services include:

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• Risk assessment and management

• Budgeting and cash management

• Debt management strategies

• Net worth tracking and goal setting

• College and education funding guidance

• General investment and risk strategy guidance

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Disclaimer: We are not financial planners and do not provide investment advisory services. H Kaplan CPA is not a registered investment advisor, and we do not offer specific investment recommendations or securities advice.