Goals First
Retirement, kids' education, a second home, leaving a legacy — we plan around the things you actually care about.
Financial Planning
You don't need another product pitch — you need one plan that ties everything together. Motta builds a single financial plan that connects your taxes, investments, retirement, insurance, and estate, so every decision moves the same number forward: your long-term net worth.
Tax-Smart Investing
Where you hold what, when to harvest losses, and when a Roth conversion makes sense — modeled inside your full tax picture.
Insurance Review
Honest review of life, disability, and umbrella coverage — no commission, no product sales pressure.
Estate & Legacy
Beneficiaries, gifting, and trust coordination with your attorney so your wishes get carried out without surprises.
How a Motta plan is different
Your CPA, planner, and (when it matters) your attorney are all on one team — not three separate vendors handing you conflicting advice. We build the plan, model how taxes affect each move, and check in with you on a regular cadence so the plan actually gets followed.
Who we work with
Founders and executives with stock options, business owners thinking about a transition, families coordinating wealth across generations, and professionals who simply want one team handling taxes, planning, and investments together.
Ready to talk this through with a CPA?
Tell us a little about your situation and we'll get back to you — usually within one business day.
Send Us a Message