Joshua Duvall, CFP Financial Planning & Accounting
We use technology to organize your financial life and provide you with relevant insights that can be used to make educated financial decisions. With clients across the country, we connect via email, phone and video conference. Using our cloud-based platforms, clients have 24/7 access to their real-time financial plans so they can monitor their own progress as they go along. Each month clients receive updates from their online platforms, along with the specific action items we are working through together. When clients want to meet, they book Zoom/phone meetings directly through our online scheduling app.
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Sentiment Analysis
Josh is smart, quick to respond, thorough, pleasant to work with, and I trust him implicitly.
You can be sure that he works to get things done quickly, accurately, and with your best interest in mind.
This is our third year working with Josh as we have found him to be so consistent and steady in our annual tax preparation.
Josh is the best!!
He's committed to educating his clients to help them make decisions that is best for them and their family.
I have known Josh for over ten years and he holds himself to the highest standards of integrity and professionalism.
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