Our Commitment to Your Legacy
Family, Integrity, excellence, stewardship, opportunity
At Stefanie Martinez CPA, PLLC, we believe legacy is built with intention, integrity, and strategic stewardship. Our firm is dedicated to empowering families, entrepreneurs, and business owners with personalized financial strategies that honor their goals today while securing their future for generations.
We remove the stress and confusion of compliance so you can focus on growth, purpose, and impact. Your onboarding, strategy, and service delivery will position you as a “family CFO” with a long-term vision and implementation team. Every service should help protect, grow, and transition wealth with purpose and clarity. Let’s Build Your Legacy Together.
Program Overview
Our Legacy Planning Program is a relationship-centered approach designed to bring clarity, structure, and long-term direction to your financial world. We partner with you to evaluate every part of your personal, business, and family landscape - ensuring your wealth is protected, intentionally organized, and aligned with your values and future goals.
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Complete financial review (assets, liabilities, income, expenses)
Estate planning & family succession modeling
Investment and insurance gap analysis
Tax exposure and planning review
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Will and Trust coordination with your attorney
Succession plans for family businesses
Minor trust planning
Regular updates to estate documents & financial positioning
Investment Allocation collaborations with your financial advisor
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Monthly or quarterly accounting services
Business & individual tax preparation
Tax planning and strategy
Virtual personal assistant/administrator services
We will act as a personal legacy manager to help build, implement, and update your approach to tax and finances, to achieve your goals.
What We Stand For
Personalized Financial Strategy
No cookie-cutter solutions. Every plan is tailored to your family’s needs, learning style, and long-term vision.
Compliance Handled for You
We manage the financial complexity so you can focus on building your life and business.
Empowerment Through Education
We break down complex topics, ensuring you understand the strategy behind every decision.
We help you plan beyond today, so your success strengthens your family for generations.
Stewardship & Generational Wealth
Trust Built Over Time
Our clients stay with us because we show up as long-term partners, not one-time service providers.
Every decision we make is shaped by a clear sense of purpose and strategy.
Through a series of strategic and intentional meetings, we do a deep dive into your goals and visions. We perform an in depth evaluation of where you are, where you want to be, and our strategy to get there. We develop a comprehensive action plan, follow ups to make sure we stay on track, and adapt and change as life happens.