Flat-fee financial planning for business owners, from a CPA and CFP® professional
Who helps business owners decide what to do with their money, with taxes considered at every step
Billy, Christy, and their two boys live in the mountains of Salida, Colorado. Billy works virtually with clients nationwide.
Outside of work, Billy and his family enjoy spending time outdoors, traveling, and yelling the TV during NFL and Premier League games.
Tax advice and financial planning usually come from two different people who rarely talk to each other. We do both.
A San Antonio native, Billy Mondor is a CPA and CFP® professional whose focus is putting your money to work toward the goals that matter to you, while aiming for the lowest lifetime tax bill the rules allow for your situation.
Serving Clients Nationally
How We're Different
Schedule An Intro Call
CPA + CFP®
Your planner understand your taxes, so tax decisions and planning decisions are made together.
Small By Design
We work with a limited number of clients so each one gets our full attention.
Advice-Only
You keep your accounts where they are. We tell you what to do and walk you through each change as you make it.
You pay us a flat monthly fee. We don’t earn commissions or sell products, and our pay isn’t tied to the size of your accounts.
