SUPPORT@ymmdcpa.com 
   571-310-5738
Let me help you attain financial security and success. 
Financial freedom is not about numbers or retiring earlier. It's about effectively allocating resources to match your desires, planning ahead to protect you and your loved ones, knowing your true life value and letting go of non-necessities. It's a mindset of abundance.  

Financial freedom is not actually a life goal. Living a meaningful and authentic life is the goal.  
You are not a pie chart, a percentage, or a dispensable figure.

You are a true person who realizes wealth planning is never too early or too late. You are someone who is going through a major life event, a loving parent whom your kids lean on, or a hardworking  entrepreneur who wants to protect the personal assets from business liabilities. You are an individual who care about the future of yours and/or loved ones.

You life quality matters to me.  Let me help you achieve your financial goals. 

Personal financial planning services we offer 
  •  Tax consideration of estate, retirement, investment, insurance,  education, and/or charitable-related goals
  •  Multi-year planning
  •  Income tax bracket management
  •  Tax Planning for major life events: marriage, divorce, inheritance, and windfalls 
. 
  •  Evaluating your needs for adequate coverage to against major financial mishaps and risks
  •  Assist you to obtain the insurance policies in your best interest    
  •  Tax planning with insurance. 
  • Retirement planning with insurance or annuities 


  •  Budget planning and withdrawal strategy in retirement
  •  Value-based financial planning to allocate resources that matter to you the most 
  •  Asset allocation strategies with tax efficiencies
  •  Evaluate the true costs and after-tax rate of return on a potential investment 
  •  Transferring assets to the next generation
  •  Making gifts to family members or charities that match your objective and intention 
  •   Review and evaluate the financial aspects of legal documents such as wills, trusts, and power of attorney
  •  Family office   

Personal financial planning services we offer 
  •  Tax consideration of estate, retirement, investment, insurance, education, and/or charitable-related goals
  •  Multi-year planning
  •  Income tax bracket management
  •   Tax Planning for major life events: marriage, divorce, inheritance, and windfalls 
  • Evaluating your needs for adequate coverage to against major financial mishaps and risks
  •  Assist you to obtain the insurance policies in your best interest 
  •  Tax planning with insurance 
  •  Retirement planning with insurance or annuities
  •  Budget planning and withdrawal strategy in retirement 
  •  Value-based financial planning to allocate resources that matter to you the most 
  •  Asset allocation strategies with tax efficiencies 
  •  Evaluate the true costs and after-tax rate of return on a potential investment
  •  Transferring assets to the next generation  
  •  Making gifts to family members or charities that match your objective and intention
  •  Review and evaluate the financial aspects of legal documents such as wills, trusts, and power of attorney 
  •  Family office
WHAT TO EXPECT WHEN WORKING WITH ME
Personal Attention
As your Financial Planner, I will do everything in my power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial milestones.
Integrated Professional Knowledge
Besides the extensive training and experience in personal financial planning, I am also a prior tax director with a top 6 public accounting firm. I hope you will discover my services translate to simplicity to your life, saving you time and money at the same time.    
Highest Standard of Integrity
“Always acting in the best interest of the client” is  exceptionally important factor in selecting a financial planner. As a CPA/PFS, I adhere to this motto and the strict professional code of conduct set by AICPA, and am following regulations set by Virginia and Maryland and FINRA. 
Let us help you attain financial security and success. 
WHAT TO EXPECT WHEN WORKING WITH ME
Personal Attention
As your Financial Planner, I will do everything in my power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial milestones.
Integrated Professional Knowledge
Besides the extensive training and experience in personal financial planning, I am also a prior tax director with a top 6 public accounting firm. I hope you will discover my services translate to simplicity to your life, saving you time and money at the same time. .  
Highest Standard of Integrity
“Always acting in the best interest of the client” is exceptionally important factor in selecting a financial planner. As a CPA/PFS, I adhere to this motto and the strict professional code of conduct set by AICPA, and am following regulations set by Virginia and Maryland and FINRA. 
YMMD Tax and Wealth Planning, LLC
8300 Boone Blvd, Suite 500, Vienna, VA 22182

By appointment only
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VA CPA firm serving Washington DC Metro area 
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   SUPPORT@YMMDCPA.COM
                 571-310-5738
8300 Boone Blvd, Suite 500, Vienna, VA 22182
(BY APPOINTMENT ONLY)
Copyright 2019 - All Rights Reserved - PRIVACY POLICY - LEGAL DISCLAIMER         YMMD Tax and Wealth Planning, LLC 

Copyright 2019 - All Rights Reserved - PRIVACY POLICY - LEGAL DISCLAIMER - YMMD Tax and Wealth Planning, LLC