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Financial Planning Coordination
Financial planning coordination at Cove Accounting connects relevant tax and accounting information with the separate Cove Financial practice when a client needs holistic financial planning. We provide this coordination for shared clients nationwide from our offices in New York City and South Florida. Typical engagements include tax-aware retirement coordination, education-funding discussions, estate-planning tax coordination and professional-team collaboration. Financial-planning services are provided separately by Cove Financial.
Financial-planning engagements are provided by Cove Financial under a separate scope.
When this becomes valuable
This service may be the right fit when...
- Your tax, legal, investment and business decisions are being handled in separate conversations
- A retirement, estate, charitable or liquidity decision needs tax coordination
- You want your professional team working from the same financial context
What’s included
Thoughtful support, clearly scoped.
- Goal and cash-flow review
- Tax-aware retirement coordination
- Education funding conversations
- Estate-planning tax coordination
- Risk and insurance coordination
- Professional-team collaboration
The direct planning relationship
Financial planning is delivered by Cove Financial.
Cove Accounting coordinates relevant tax and accounting information. Cove Financial provides the financial-planning relationship under its own separate scope.
Contact Cove FinancialCommon questions
Know what to expect.
Is this a one-time or ongoing service?
The right cadence for financial planning coordination depends on your situation. Cove offers both project-based work and ongoing relationships when appropriate.
What should I prepare for the first conversation?
Bring the questions you want answered and a general picture of what is changing. We will tell you which documents are useful after we understand the scope.
Can this coordinate with my other advisors?
Yes. With your permission, Cove can coordinate relevant tax and accounting information with your attorney, financial professional, payroll provider or other advisors.
Choose the right door