Our Process

Designed Around Your Goals

At Johanson & Yau, financial planning isn’t a one-time event—it’s an ongoing relationship. Our process is thoughtful, collaborative, and designed to evolve with you. From discovery to implementation, our wealth and tax teams work together behind the scenes to deliver clear strategies with minimal stress and maximum impact. We’ll guide you step-by-step, check in regularly, and adjust your plan as life changes. Here’s what that journey looks like:

1

Meet & Greet

During our first discovery meeting, we take the time to get to know each other and understand you and your lifestyle. We review your goals and financial situation in detail. This includes an analysis of your debt, cash flow, insurance, estate planning, investments, and more.

2

Internal Consultation

Our wealth and tax teams will work behind the scenes to analyze your situation. This step helps us form a plan to help you pursue your goals while minimizing tax liabilities.

3

Plan Presentation

We will meet with you to review a plan. In this session, we can make adjustments, explain everything in a simple way and answer questions.

4

Implementation

Once your plan has been approved, our team will guide you through its execution, providing you with detailed steps along the way. We will keep you informed of progress at every milestone.

5

Regular Check-ins

We will meet with you at least every six months to review your progress toward your goals.

6

Ongoing Adjustments

As your needs change and your portfolio fluctuates through the years, we will work with you to adjust your plan.

Let’s Take The First Step Together.

Ready to build a plan that aligns with your goals, your values, and your life?

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Wealth Services

Get to know our approach to financial planning, investment management, and equity compensation strategies.

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Our Approach

Our approach is personal, practical, and built around your life—not just your assets.

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Tax & Accounting

A trusted CPA firm since 1979. Visit our Tax & Accounting site for business services, individual tax planning, and more.

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