Tier 1: Personal Essentials — Financial Snapshot & Awareness
Tier 1 offers personal financial insight for individuals and households who want a clear understanding of their income, spending, and overall financial position. This service focuses on reviewing income sources, major spending categories, and basic cash flow patterns to provide a practical financial snapshot. Clients also receive general tax awareness guidance to better understand potential tax exposure without preparing or filing returns. This tier is ideal for those who want financial clarity and peace of mind, without ongoing financial planning or management.