Personal Financial Education
Knowing your numbers is
a path toward clarity
We will create a specific plan, targeted to your specific scenario that will bring about the most success. We value more “yes” moments and less stress.
Overview of our Personal Financial Education Solutions
Why financial education and analysis?
We believe that knowing your numbers, embracing them, and finding your North Star will lead to personal financial success. All too often, people delay the inevitable or purposefully avoid understanding their inflows and outflows to avoid the uncomfortable feelings and potentially stressful conversations with partners.
How do we support you?
Through a deep dive into your personal finances our team will support you in this journey. We enjoy supporting our clients in working through their numbers, guiding them through spending categories that include fixed costs and free spending, and learning how to proactively work towards a spending plan that is not limiting but instead embraces your North Star, or said another way, embraces your most prioritized desires.
Are you ready to begin?
At Bahn CPA, we offer a bespoke and curated educational program that brings about further clarity and empowerment, while bringing out more enjoyment and “yes” moments. This service is primarily offered to ongoing clients, or those new clients referred by other advisors.
Bahn CPA
Trusted Advisor and Biggest Supporter
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Our services extend beyond simply filing tax returns. We provide ongoing support throughout the year, answering your tax-related questions and proactively identifying potential opportunities for tax savings.