Keesha Tyler, CPA CFP® is licensed Certified Public Accountant and Certified Financial Planner Professional.
Financial Planning
simple plan
Access to Financial Planning Portal with real-time updates
Assess current financial situation
Monthly Budgeting/Cashflow
Debt/Student Loan Elimination
Savings/Spending Plan
Credit score optimization
Develop financial goals
Understand employer benefits
4+ hours of upfront planning
Quarterly touchpoints
Tax prep discount 5%
-- initial fee starting at $1,000 / $150 quarterly subscription
comprehensive plan
Everything in the Simple Plan, plus
Investment/retirement accounts review
Saving priority strategies
Insurance review
Retirement planning & distribution
Tax strategies, including Roth Conversions
Equity Compensation
Tax Planning & Advisory
Asset protection
12+ hours of upfront planning
Quarterly touchpoints
Tax prep discount 10%
-- initial fee starting at $2,500 / $250 quarterly subscription
-- Hourly Financial Plan -- $325/hour
Financial Planning Services provided by Keesha Tyler LLC. Keesha Tyler LLC is registered as an investment adviser with the State of Illinois. This website does not represent an offer of or a solicitation for advisory services in any state of the United States or any country where the firm is not registered, notice filed, or exempt. For persons who reside in states where the firm is not appropriately licensed or registered, we are not able to transact business in that state until after the appropriate registration or licensing is obtained.