Working With Us
Services We provide
At Joshua Duvall, CFP®, RTP we bring a modern approach to financial planning and accounting. We value your time as clients, and our time as your adviser, so we utilize technology and automation to help us glean new insights and provide relevant data in the most efficient way possible. Learn more about our services by clicking each tab below.
Using cloud-based technology, we create a real-time online planning dashboard that organizes your entire financial life and clearly outlines action items you can take to accomplish your financial goals. Once the onboarding process is complete, initial action items are prioritized and worked through together with your adviser. With 24/7 access, you are able to see your progress at every stage of your financial journey. As life changes, you have instant access to relevant financial data that helps you make educated financial decisions you can feel confident in. When you have questions, you don’t have to call a 1-800 number – instead you can book a meeting online to talk directly to your financial planner and accountant that knows you and your finances inside and out.
Using our investment management tools, we can help you organize your accounts, modify your investment allocation and create new investment strategies. And, unlike most financial firms, we don’t require investment accounts to be opened or transferred to our management, and we have no investment minimums. However, if you’re looking to open new accounts or experience the benefits of tax-efficient investing, low fees, and automatic rebalancing, you can easily open new accounts with our brokerage partner Betterment.
Managing your taxes is an ongoing challenge. But don’t worry, we’re up to the task. Using our technology partners like Intuit Pro Connect, we can help you model future tax scenarios, plan for different tax law changes, and file your state and federal taxes electronically, each year. Instead of tracking down your accountant and trying to share data between multiple advisers, everything will be housed in one easy to access location, which means critical financial data is never out of reach.
Thankfully, the days of three-hour meetings in a stuffy conference room looking over mind-numbing financial reports are over. Using technology, and modern tools for communication, we keep you informed of your financial progress on a monthly basis by sharing relevant and easy-to-understand reports. These updates gives you a birds-eye view of your financial life, and alert you to any issues that need to be immediately addressed.
Clients We Serve
While we are happy to work with just about anyone, we have found that there are common characteristics our most successful clients share. Check out the client profiles below and take our client match quiz to see if you might be a good fit.
Young Professionals
As your income continues to increase, tax considerations and retirement planning becomes a significant challenge due to the tax laws individuals face. You need help finding creative ways to build wealth, and shelter as much of it from taxation as legally possible.
High Income Earning Couples
You're looking to continue building wealth as you grow, but also need planning help as you may be faced with the challenges of planning for a child's education, starting a business, or buying a home.
Pre or Current Retirees
Your nest egg is sizeable and you've either pulled the trigger on retirement, or are close to it - but now you're faced with a new set of challenges: managing risk while you draw down your assets, and planning for the increase of health care costs along the way.
Small Business Owners
Whether you're on your own or have a few employees, your business is your passion. Unfortunately, It can also be one of your biggest headaches in life. You need help understanding the true value of your business, how to maximize your return on investment, and planning for retirement yourself.
Real Estate Investors
From a single Airbnb, to multifamily properties, we'll be there to help you every step along the way. By utilizing tax strategies that capitalize on depreciation and deductions, and managing your debt and cashflow, you'll be set up for success in your real estate ventures.
Think you may be a good fit for our practice? Take our client match quiz below.