Financial Planning for CPAs
Have Someone in Your Corner to Help You Achieve True Financial Success
We are here to help you:
Bring Clarity to Your Financial Goals
Enjoy Significant Fee Savings
Get on the Same Page as Your Partner
We are here to help you:
Bring Clarity to Your Financial Goals
Enjoy Significant Fee Savings
Get on the Same Page as Your Partner
Feeling Like You're Supposed to Have It All Figured Out?
As a CPA, you may feel:
- Stressed about potential mistakes or missed opportunities because you're trying to figure out your finances all on your own.
- Concerned that you don't have a financial planning relationship outside of your professional network where you can discuss your situation.
- Overwhelmed as your financial decisions become more complicated and the stakes become higher.
We believe that CPAs should feel safe exploring their options with a true financial planner instead of trying to figure it all out on their own or with a financial salesperson.
Feel Confident You Are on Course to Achieve Financial Independence
Our goal is to help you:Build a Financial Blueprint
Get clear on your goals and gain a comprehensive roadmap to help achieve financial success.Experience Mental Relief
Share openly about your financial struggles with a fiduciary professional who has your best interest in mind.Make Sure Your Partner Is Aligned
Engage your partner more by working with an advisor so that planning isn't a conflict but rather a collaboration.
Feel Confident You Are on Course to Achieve Financial Independence
Build a Financial Blueprint
Experience Mental Relief
Make Sure Your Partner Is Aligned
Guiding CPAs Through Peer and Client Pressures: Your Strategic Partner in Success
We understand the expectations put on CPAs to somehow know everything related to finances.
- We provide a safe, unbiased place to receive the guidance you need to help achieve your goals.
- Financial Advisor Dave Bensch is an Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ professional providing comprehensive financial planning designed to help achieve clients' objectives.
- Dave is part of a coaching program that teaches financial advisors how to be collaborative with CPAs. During this coaching, Dave has seen the world through CPA eyes with the struggles inherent in industry changes and their own individual financial planning. He uses this experience to inform his work with clients.
We Help You Get Clear About Your Finances
We've been led to believe that CPAs know almost everything about money and personal finances, so it can be overwhelming for them to find a financial advisor outside of their professional network to discuss their financial life. At Fourth Dimension Financial Group, we provide a safe, discreet, and unbiased place for CPAs to receive the guidance they need so they can feel the relief of having someone in their corner to help them achieve true financial success.
We are an independent Registered Investment Advisor based in Perrysburg, OH, working with Certified Public Accountants throughout Northwest Ohio, Southeast Michigan, and the United States. We understand that the greater public believes CPAs should automatically have a grasp of their own financial situation. But, just like anyone, it can be hard for CPAs to figure out the best solutions to achieve their goals, especially as their finances become complicated. Working with you, we help you:
- Bring your financial issues out in the open: Having to be a lone wolf and do finances on your own can be overwhelming and increase anxiety. We are a judgment-free zone and want the best outcome for you and your family.
- Gain clarity and confidence in your financial goals: By going through our process and committing to a long-term relationship, you gain the opportunity to name and achieve your financial goals. Getting these goals written down on paper early in the process can give you and your partner a track to run on, and we continue to monitor and update these goals as they are achieved or as life happens.
- Save thousands of dollars: If you work with a traditional financial advisor that charges a percentage of assets, you may feel relieved to see how our flat, fixed fee can save you tens, if not hundreds, of thousands of dollars over the years we work together. Additionally, we believe that the tactics we use (such as Roth conversions and planned giving) can save you significant dollars in taxes or money falling through the cracks.
Schedule a Call
We Help You Get Clear About Your Finances
We've been led to believe that CPAs know almost everything about money and personal finances, so it can be overwhelming for them to find a financial advisor outside of their professional network to discuss their financial life. At Fourth Dimension Financial Group, we provide a safe, discreet, and unbiased place for CPAs to receive the guidance they need so they can feel the relief of having someone in their corner to help them achieve true financial success.
We are an independent Registered Investment Advisor based in Perrysburg, OH, working with Certified Public Accountants throughout Northwest Ohio, Southeast Michigan, and the United States. We understand that the greater public believes CPAs should automatically have a grasp of their own financial situation. But, just like anyone, it can be hard for CPAs to figure out the best solutions to achieve their goals, especially as their finances become complicated. Working with you, we help you:
- Bring your financial issues out in the open: Having to be a lone wolf and do finances on your own can be overwhelming and increase anxiety. We are a judgment-free zone and want the best outcome for you and your family.
- Gain clarity and confidence in your financial goals: By going through our process and committing to a long-term relationship, you gain the opportunity to name and achieve your financial goals. Getting these goals written down on paper early in the process can give you and your partner a track to run on, and we continue to monitor and update these goals as they are achieved or as life happens.
- Save thousands of dollars: If you work with a traditional financial advisor that charges a percentage of assets, you may feel relieved to see how our flat, fixed fee can save you tens, if not hundreds, of thousands of dollars over the years we work together. Additionally, we believe that the tactics we use (such as Roth conversions and planned giving) can save you significant dollars in taxes or money falling through the cracks.
Services
Financial Planning
Retirement Planning
Tax Planning
Investment Planning
Goal Setting
Cash Flow & Budgeting
Insurance Planning
Estate Plan Strategic Partnerships
Services
Financial Planning
Retirement Planning
Tax Planning
Investment Planning
Goal Setting
Cash Flow & Budgeting
Insurance Planning
Estate Plan Strategic Partnerships
Let’s Redefine Your CPA Journey!
Here’s How to Begin:
Schedule a Discovery Session
Schedule a Discovery Session to make sure we are going down the right path.Gather Documents for Your Blueprint
Gather some documents so we can start drafting your custom Financial Blueprint.Meet to Review Your Blueprint and Decide
Meet again to review your personal Financial Blueprint and decide whether to move forward.
Let’s Redefine Your CPA Journey!
Here’s How to Begin:
Schedule a Discovery Session
Gather Documents for Your Blueprint
Meet to Review Your Blueprint and Decide
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:
- Are a CPA seeking a judgment-free zone to uncover your financial blind spots and validate the decisions you make for yourself and your family.
- Want an ongoing relationship with a financial advisor to help you understand and stay on track with your financial goals.
- Prefer a flat, fixed-fee structure over the traditional advisory relationship that charges based on a percentage of your assets.
Take the First Step!
