The Approach

CPA PRECISION MEETS BIG PICTURE PLANNING

Logo of the California Board of Accountancy featuring the acronym CBA in bold blue letters.
financial planner

Katherine Leonard, CPA, CFP® blends technical precision with strategic insight to provide clients with accurate tax returns and exceptional, personalized guidance. Her integrated CPA-CFP® approach helps clients reduce taxes, make informed financial decisions, and feel confident about their long-term plan.

The difference you’ll experience:

Big-Picture Financial Strategy

It’s not just about next year’s tax return.

  • Tax preparation integrated into your broader wealth plan.

  • Scenario modeling for retirement and education planning, RSUs, Roth IRA conversions, gifting, and more.

  • Ongoing guidance beyond tax compliance.

Service You Can Count On

Personal attention every step of the way.

  • Direct access to Katherine for life’s everyday questions.

  • Custom-tailored meetings, not cookie-cutter solutions.

Technical Expertise

  • 10 years of experience serving HNW individuals

  • Connect taxes and long-term financial planning.

  • Detailed guidance for professionals and business owners.

What this means for you

Less guesswork, fewer surprises, clearer decisions.

Spend more time doing what you love and less asking if you’re leaving money on the table.

Ready to experience the difference? Schedule a consultation today.