Financial planning that sees the
whole picture—and a strategy
that actually holds together.
At SkyLantern Financial, you're not getting pieces of a plan—you're getting an integrated wealth strategy. We align your goals, tax planning, business finances, and personal wealth so every decision supports the next.
The Difference
The CFP® + CPA advantage. It's rarer than you think.
Most financial advisors don't hold an active CPA license. Most CPAs aren't trained in comprehensive financial planning. At SkyLantern Financial, we bring both—and use both in every client engagement.
That means when we recommend a financial move, we've already considered the tax implications. When we look at your business, we're seeing it through the lens of your long-term personal wealth. Nothing is optimized in isolation.
For U.S.-based clients with international ties, particularly those connected to Taiwan, we bring something few firms can offer: cross-border tax expertise, bilingual guidance in English and Mandarin, and a deeper understanding of how culture, family, and long-term responsibility shape financial decisions.
PROCESS
Planning each part. Coordinating the whole.
Financial life is made up of many moving parts—retirement, education, legacy, career transitions, business planning, and lifestyle priorities. Each one has its own timeline, demands, and decisions.
We begin by understanding each goal on its own terms.
Then we evaluate them through a broader strategic lens: cash flow, taxes, timing, risk, and family priorities.
From there, we build an integrated financial strategy so that each decision supports the whole—not just one part.
The result is a coordinated plan where nothing is optimized in isolation, and every decision works together with clarity and intention.
Individual Goals
Retirement · Education · Legacy · Career Break · Business Transition
Strategic Lens
Cash Flow · Taxes · Timing · Risk · Tradeoffs · Family Priorities
Integrated Strategy
One coordinated plan where every decision supports the whole
We turn separate financial concerns into one coordinated strategy.
OUR SERVICES
Family Office Services —
Your Personal CFO for Your Life
We stay by your side through life's changes, bringing clarity, coordination, and proactive guidance to every stage.
Life-Cycle Planning, Built Around You
Build a Strong Foundation
Cash flow clarity, emergency reserves, tax-aware goals, and core protection—so everything starts on solid ground.
Grow Career & Income
Equity compensation strategy (RSUs, ISOs, ESPP), retirement planning, investment allocation, and proactive tax planning before decisions are made.
Build & Scale a Business
Coordinate business and personal finances, optimize entity and tax strategy, structure owner compensation, and plan for reinvestment and reserves.
Family Milestones
Marriage, home purchases, education funding, and evolving protection strategies as responsibilities grow.
Cross-Border Complexity
Planning for U.S.-based clients with international ties, including Taiwan, with bilingual guidance and tax-aware coordination across systems and reporting requirements.
Liquidity Events
Pre-transaction modeling, concentrated stock strategy, diversification planning, and coordination across taxes, investments, and estate considerations.
Career Transition
Time away from work—planned intentionally. We coordinate spending, tax strategy, benefits, and portfolio withdrawals so you can step away without compromising long-term goals.
Retirement & Lifestyle Planning
Tax-efficient income strategies, Social Security and Medicare coordination (when applicable), and investment alignment for both lifestyle and legacy.
Legacy & Wealth Transfer
Estate planning coordination, beneficiary strategy, charitable giving, and preparing the next generation with clarity and structure.
Disclaimer
SkyLantern Financial LLC provides integrated financial planning, accounting and tax advisory services. We do not provide discretionary investment management or directly manage client assets.
We may offer general investment guidance as part of the financial planning process and coordinate with clients’ investment advisors; however, we do not act as a registered investment adviser or broker-dealer.
NOTE ON FIT
Who SkyLantern Financial is not for.
We care deeply about the clients we serve—which means we're thoughtful about who we take on.
SkyLantern Financial may not be the right fit if you:
- Are looking for quick answers or a one-size-fits-all solution
- Want one-time advice without an ongoing relationship
- Are not ready to implement changes or take action
If that's where you are right now, that's completely okay. We'll be honest about it—and point you in a better direction if needed.
Not sure where to start? That's exactly
what the first conversation is for.
We'll listen to where you are, what you're navigating, and what you need—then recommend the right level of support, or tell you honestly if something else would serve you better.