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Our Process

Downing Street Wealth Management adheres to the financial planning process created by the Certified Financial Planner Board of Standards. The process has six elements:

As CPAs we have Estate Tax and Income Tax Expertise. Most Financial Planners or CFPs are not qualified or allowed under ethics rules to give advice or guidance concerning these more complex areas other than rudimentary guidance. Taxes are the largest expense that a typical client pays annually; shouldn't you have a planner that is qualified to give comprehensive advice in this important area? Ask about our Tax Planning Blueprint.

Why Choose Us

Not all financial planning firms are created equal.

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What We do

A comprehensive approach, putting your interests first.

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Who We Serve

Pre-retirees, Retirees, Women in Transition

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