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Our Process

Single source strategy, implementation and service.
Our Process

Our DNA: Value Driven Relationships

The strongest relationships are based on trust and an equitable value exchange. This is at the core of how we operate at C&A. Our success is predicated on your success. The better you do, the better we do, and if we don't perform, we don't get paid. Period.

When we take on a new client, we aim to establish a long-term relationship. How do we do this? We take the time to get to know you, prove our value quickly, and establish ourselves as trusted members of your team.

We've been doing it for over 3 decades. That is the Cunningham & Associates experience. It's in our DNA.

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value driven relationships

Better Relationships, Better Results

Set up a time to talk with our team today and learn how we are changing the advisory industry, one relationship at a time.

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Better Relationships, Better Results
Our Process

Assess, Analyze & Implement

It's time to stop "doing your taxes" and start viewing your tax strategy as a critical component of your overall business and wealth strategy. If your tax plan is created and implemented in a silo, it's full impact will be lost and ultimately your business and your wealth will suffer. We help our clients avoid this by offering a single-source solution that generates better short and long-term results with a significantly higher standard of accountability and service. From planning to implementation to optimization, we handle it all.

1

Assess

On our no-cost, no-obligation initial call, we will have a structured conversation about your goals, what is most important to you, and identify immediate areas of exposure that warrant further analysis. More often than not, we uncover significant opportunities, but if we can't help you, we will tell you.

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2

Analyze

We analyze your entire tax, wealth, business, and estate situation, reviewing over 30 areas of potential risk, exposure, and opportunity. When complete, we deliver a comprehensive set of recommendations.

Tax & Financial Analysis >
3

Implement

Based on our analysis and your goals, your Private Tax Plan is a tangible document that will provide complete transparency into your plan for achieving your goals. Through regular meetings and reporting, you will be able to track your progress toward your goals, and we will work together to ensure that our plan evolves with your unique situation.

Private Tax Plan >
Our Process

Analysis & Strategy

You think you're doing the right thing. You have a network of specialists focused on one particular part of your financial strategy.

They are all well compensated to deliver their piece of the plan. But the pieces don't fit together, and that means higher costs and lower returns for you.

At Cunningham & Associates, our team holds more than 25 professional designations, which gives us the ability to look at your plans holistically, align them with each other and your goals, resulting in a strategy that makes all the pieces fit.

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Analysis & strategy
Our Process

Private Tax Plan

You can't build your dream house without a blueprint, and you can't achieve your financial goals without a plan.

When we say plan, we mean an actual plan, not a set of concepts, ideas, or a patchwork of financial products. This approach is why the industry has become so fragmented.

Our Private Tax Plan will be your blueprint. We will bring all the elements of your financial strategy together into a single, tangible document that we will evolve and work off of together to achieve your goals.

 

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private tax plan
Our Process

Our Mission & Values

We Are Opportunity Driven

We approach every engagement as a chance to help our clients uncover greater value, expand their horizons, and achieve their goals.

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We Are Easy To Work With

We cut through the noise to deliver straightforward solutions and make the complex simple. Whether you’re a client, partner, or teammate, our processes and communication are designed to eliminate friction.

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We Stand Behind Our Work

If we don’t perform, we don’t get paid—period. Our clients know we’re in their corner, and we share in the rewards of a job well done.

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We Genuinely Care

We invest in genuine relationships with our clients, colleagues, and community. Empathy drives our daily choices; big-picture vision propels us forward.

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Better Relationships, Better Results

Set up a time to talk with our team today and learn how we are changing the advisory industry, one relationship at a time.

Get A No-Cost Assessment
Better Relationships, Better Results