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The Order of Money

Not all money and investments are taxed the same, but is your savings and investment strategy engineered to not only reduce your taxation today, but into the future?

Check out this 6 minute video on The Alison Wealth Management Order of Money to learn more!

Tax-Management Opportunities

The current United States tax code is over 74,000 pages. Complexity is greater today than it has ever been, and the IRS isn’t very forgiving if you make mistakes.

Within those 74,000 pages, there are hundreds of ways to reduce or eliminate your current and future tax burden. Most people only think of tax planning when it is time to write a check to the IRS, but at Alison Wealth Management, we believe tax planning is a year round process.

From ensuring a plan is in place to fund estimated tax liabilities, to monitoring investment transactions so they don’t cause the wrong type of tax, to managing proper investment types to maximize after tax returns, proper tax planning can add substantial wealth to you and your family over time.

How To Get Started:

Schedule a 15-Minute Intro Call


Our process always begins with a 15 minute introductory call for us to learn about each other, see if we like each other, then determine if there is a mutual desire to take action. Click here to schedule a time on our calendar.


Step 1: 

UNDERSTANDING WHERE YOU ARE NOW


In our first meeting (either in our office, a mutual location, or virtual), we will conduct a strategy session to get to know each other, understand your goals and objectives, understand your current finances, and review the services we offer to meet your needs. 



Step 2:
DETERMINING WHERE YOU WANT TO GO


In our second meeting, we will organize your financial life & estate, gain a deep understanding of your net worth, prioritize your goals & objectives, and developing a plan for implementation.


Step 3:
ACHIEVING THE HOLISTIC PLAN


In our third meeting, we will recap progress we’ve made, design your customized Bucket Plan and Tax-Efficient Roadmap, align your market volatility tolerance with your plan, propose our recommendations and begin to implement your plan.


Step 4:
PROVIDING CONTINUAL SERVICES & SUPPORT


After the plan has been implemented, ongoing maintenance and active management is critical. Alison Wealth Management will provide ongoing consultations, a customized review process, an annual plan update meeting, proactive communication & education, as well as limitless availability.

(650) 617-3402