Jayson M. Thornton, CFP®
Financial Advisor
.png)
Practice Areas
Jayson M. Thornton, CFP® is a fiduciary FEE-Only Financial Advisor (Hourly & Flat Fee for Service)
Financial Planning
Meeting focuses on your current Financial situation and your long term Financial goals and what steps could be taken to accomplish them. This includes; Financial Coaching; Cash Flow Management, Saving, Debt Management, Tax Planning, Retirement Planning, Estate Planning and more.
The client will be provided with a detailed financial plan with action steps to achieve their financial goals.
Tax Preparation
Tax Compliance Services, the preparation and filing of tax returns and or amendments on behalf of our clients (Individuals, Small Businesses, and Non-Profits) that comply with the current tax laws. Tax Compliance services maintain client's "Good Standing" status with the IRS.
The client will be provided with a copy of the tax return and tax planning recommendations.
Tax Resolution
Meeting focuses on your current IRS situation and what steps could be taken to resolve it. This includes; Tax Debt Settlements, Tax Debt Payment Plans, Penalty Abatements, Tax Debt Forbearance, IRS Audits, Collections, and Appeals.
The client will be provided with a detailed plan with action steps to achieve "Good Standing" status with the IRS.
Bankruptcy Financial Review
Meeting focuses on your current Debt-to-Income status and your path to a potential "Fresh Start." This service provides a comprehensive financial audit of your household or business. Preparation of personal financial statements for income, expenses, assets, and debts. Means Test Data Preparation and Asset / Liability Discovery.
The client will be provided with a comprehensive Financial Audit Packet. This document acts as a "Due Diligence" report designed to be handed directly to your attorney to streamline your bankruptcy process.
Business Planning
Meeting focuses on your current Business situation and your long term Financial goals for the company and what steps could be taken to accomplish them. This includes: Entity Selection, Business Formation, Record Keeping, Tax Planning, and more.
The client will be provided with a detailed business plan with action steps to achieve their goals.
Financial Coaching
Ongoing financial planning partnership to stay on track with their long-term goals. Unlike a one-time consultation, our Financial Coaching provides a continuous "command center" for your money, combining the industry-leading Monarch Money platform with the expert oversight of a Certified Financial Planner™
What the Service Provides:
Monarch Money "Pro" Account: You receive a full subscription to the Monarch Money platform, which provides real-time tracking of your net worth, recurring subscriptions, and investments.
Ongoing Professional Oversight: Jayson Thornton, CFP® monitors your data throughout the quarter to identify "financial leakage," lifestyle creep, or missed tax-saving opportunities as they happen.
Quarterly Strategy Reviews: Every 90 days, you will have a formal review meeting with JT to analyze your "Money Scorecard" and adjust your action plan for the upcoming quarter.
Tax-Centric Coaching: As an Enrolled Agent (EA), Jayson ensures your daily spending and business structures are optimized to "beat Uncle Sam" legally and ethically.
