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Financial Planning in New York

A financial plan is a comprehensive and ongoing process that requires careful coordination of every financial aspect of your life. As your certified public accountant (CPA), we take the lead in this coordinated effort by bringing together a team of trusted professionals including Certified Financial Planners™ and insurance professionals. When you rely on our firm's team approach, your financial plan becomes a dynamic resource for making vital decisions about the life events that impact your finances.

"He who fails to plan is planning to fail."

-Winston Churchill

The Time for a Financial Plan

Unlike tax preparation or estate administration, financial planning has no due date and is therefore often delayed or avoided by people busy with day-to-day life. Waiting for a life event like retirement or the loss of a loved one to work on a financial plan is often too late to be effective. We believe that planning should begin as soon as your career begins, and if you are in a stage well beyond that point, then your planning should begin today. If you have parts of a plan in place, such as investments and retirement accounts being managed by an advisor or insurance policies for life, health, and disability, then it is time to bring them together with our tax planning to give you a comprehensive view of your finances.

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Benefits of Working with a CPA on a Financial Plan

Gaining the ability to make informed decisions is the primary objective of a comprehensive, coordinated financial plan. When we design your plan, we consider your current circumstances, your future goals, and the important questions that you will need to answer. As you gather some research and prepare to contact a CPA at our firm, start thinking about your own answers to the following questions about financial planning:

  • How much should I be saving in an emergency fund?
  • Do my current earnings and spending habits align with my long-term goals?
  • How much should I be saving for a home, children, college, and similar expenses?
  • Is my family protected in case of unforeseen circumstances such as illness or an unexpected death?
  • What would I like to do when I'm retired, and how much money will I need to make that happen?
  • I'm self-employed; how do I create a business succession plan?
  • Are my investments being managed to meet my personal goals?
  • Am I maximizing investment income and minimizing taxes?
  • When should I begin taking Social Security?

From the beginning of this process through each annual review, we can use your financial plan as a roadmap to achieving your goals. We can work with you to actively manage your affairs and properly file tax documents so that you are prepared for any situation. Contact a New York estate planning CPA at our firm to discuss your goals today.

Do you have any questions? Send us and email today to get them answered
Attorney Web Design

Offices in Iselin, NJ and New York, NY

Carter CPA LLC - New York Estate Planning CPA
Located at 1120 Avenue of The Americas, 4th Floor, New York, NY 10036.
Phone: (800) 627-2306.
Website: .
Member of the AICPA New York State Society of Certified Public Accountants Member of the AICPA Member of the New Jersey Society of Certified Public Accountants