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What We Do For you

Helping You Live with Financial Intention

Living with financial intention goes beyond having a financial plan—it requires consistency, follow-through, and adaptation as circumstances change. At Alesa D. Downing CPA, PLLC, we help you live with financial intention by developing a strategy unique to your circumstances, then providing the support you need to see that plan through.

We believe in creating plans and long-term strategies that factor in all aspects of your financial life to help drive you towards your goals. From investment issues and retirement planning to business goals, tax liabilities and tax planning, estate planning, and more, we help you see the bigger picture, so we can develop a better plan together.

Our Planning Process

We utilize a simple process to provide us with the framework needed to create your unique financial plan. This is by no means a cookie-cutter process or preset strategy; each step allows us to customize your strategy to your individual needs and provide you with the exact financial services you require, precisely when you need them the most. Here’s how we do it:

  • The Envision Conversation – We sit down with you to get to know you and determine the best way we can help you. This is often a much more personal conversation than many of our clients expect, because we want to know about more than the numbers in your accounts; we want to get to know you, your family, your long-term goals, your comfort with risk, and other personal factors that can influence your financial life.
  • The Financial Plan – Once we know you, we can begin mapping out a plan that fits your lifestyle, finances, and goals. This is where we truly shine—we’re financial planning experts! We build a personal strategy for you that weighs opportunities against potential pitfalls while aligning with your unique circumstances.
  • The Presentation – Of course, we would never execute a plan without your input. We consider our clients active partners in building their financial plans, so we’ll bring the plan we create to you and present what we’ve come up with. We’ll outline the plan to give you a clear view and plan of action to pursue your goals. You’ll get the final say on exactly what moves forward to the next step.
  • The Execution – Whether you sign off on our plan as it is or request adjustments, once we have your approval, we’ll move forward with executing your financial plan. This can include purchasing certain products, making investments, opening accounts, and other steps to get the ball rolling towards your long-term goals.
  • The Follow-Through – A financial plan should never be handled with a “set it and forget it” attitude. That’s why we give your plan regular checkups to make sure that it’s still moving along as intended. If anything changes (the market, your plans, or your lifestyle), we’ll work with you to make necessary adjustments to keep you on track.

Our planning process is centered on your financial intention and goals. Above all, we keep our clients at the core of everything we do, and your best interests at heart.

Reap the Benefits of Working with a Financial Expert

A financial plan isn’t just about setting a goal and putting funds into a savings account. It’s far more complex than most people believe, and if you want your financial plan to succeed, you need to work with a financial planning expert. We can effectively manage all of your assets, plan for all aspects of your finances, and increase your odds of success. Contact us today to learn more about how we can help you! 

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