FINANCIAL ADVISOR SERVICES · NEWPORT BEACH, CA
Your investments, taxes, and financial plan handled by one advisor
Most financial advisors manage your portfolio. Most CPAs file your return. Neither talks to the other.
Katherine Leonard holds both a CPA and CFP® designation, which means your investment decisions, tax strategy, and long-term financial plan are built together, not in silos.
Serving high earners across Orange County including Newport Beach, Newport Coast, Irvine, Laguna Beach, and Costa Mesa.
Katherine Leonard, CPA, CFP®
A Fully Integrated System
Everything is connected under one roof to optimize your entire financial picture.
What's included
One annual fee. No separate billing for tax prep. No hourly charges for calls. Everything your financial life needs, coordinated under one roof.
Investment management
A diversified portfolio built around your tax situation, risk tolerance, and long-term goals, not a template.
Tax preparation
Federal and state returns prepared and filed. No separate invoice. No handing you off to someone else.
Ongoing advisory access
Direct access to Katherine for questions, decisions, and guidance throughout the year.
Financial planning
A written plan covering retirement, cash flow, major decisions, and long-term goals, updated as your life changes.
Tax planning
Proactive California tax strategy throughout the year, not a conversation in April after decisions are already made.
Annual and semi-annual reviews
Scheduled check-ins to review performance, update your plan, and identify new planning opportunities.
One transparent fee
Comprehensive financial advisor services are offered as an all-inclusive annual fee based on assets under management. There are no separate invoices for tax preparation, no hourly billing for calls, and no surprises. If you're currently paying a financial advisor and a CPA separately, this is likely more cost-effective — and significantly more coordinated.
How this compares to the traditional model
Most high earners work with at least two separate professionals. Here's what that gap costs.
TRADITIONAL MODEL
✕ Financial advisor manages investments, doesn't see your tax return
✕ CPA files your return, isn't involved in investment decisions
✕ No one is optimizing across both
✕ Separate fees for each professional
✕ You coordinate between them
KATHERINE’S MODEL
✓ Investments built with your tax impact in mind
✓ Tax strategy informed by your investment decisions
✓ One advisor optimizing the whole picture
✓ One all-inclusive annual fee
✓ Nothing falls through the cracks
How it works
A straightforward process with no pitch and no pressure.
01
Introductory conversation
You share your situation. Katherine reviews it personally and follows up to schedule a call. No forms, no sales process.
02
Full financial picture review
A thorough look at your income, taxes, investments, and goals to identify gaps, opportunities, and priorities.
03
Integrated plan and investment strategy
A written financial plan and investment portfolio built together, with your tax situation as the foundation.
04
Ongoing partnership
Regular reviews, proactive planning, and direct access throughout the year as your life and finances evolve.
What clients say
"Katherine helped me feel clear and confident about my tax and financial decisions. She explains things in plain language and often anticipates strategies before I even think to ask."
Carol B., Designer — Newport Beach, CA
Ready to work with a financial advisor who actually does it all?
The first conversation is a straightforward discussion about your situation and whether it makes sense to work together.