Let's make your financial life easier.

Yes. 30 minutes, no obligation. We learn your situation, you learn whether we can help, and you'll leave with a clear next step either way.

Primarily two groups: successful business owners, and high-net-worth families and individuals with significant assets to manage. Both get the family office treatment, one team holding the whole picture. What they share is a financial life that's grown complex enough to need real coordination: tax, planning, and investments handled as one strategy instead of three disconnected ones.

No. We're based in Harvest, Alabama, and work with business owners in Alabama and in other states where Tulip is registered or exempt from registration. Meetings are virtual, and documents move through a secure portal.

Yes. Tulip Financial Planning is a registered investment adviser, which means we serve clients as a fiduciary, legally obligated to put your interests ahead of our own. We do not sell investment products. When we refer you to an outside professional, such as an attorney or a bookkeeper, we may receive a referral fee, and we tell you before you decide.

Many new clients start with the 90-Day Audit, a fixed fee of $6,000 for household taxable income under $1M, $12,000 at $1M or more, or $18,000 with M&A and exit planning, paid in three equal installments and published right on the pricing section. Ongoing wealth management and planning engagements are scoped to your situation and quoted on your discovery call. You'll always know the number before committing. Tax preparation is billed separately by complexity. Ongoing services can be cancelled anytime with written notice.

Most CPAs are excellent at recording history, filing what already happened. Tax planning is about changing what happens next. If your CPA has never proactively brought you a strategy with a dollar figure attached, that's exactly the gap we fill (and we can prepare the returns too).

Just your most recent business and personal tax returns. That's enough for us to spot the obvious opportunities.