A QUICK REFERENCE GUIDE

For Financial Planning & Tax Professionals

Crunching Number$ is a tool designed for financial planning and tax professionals to use as a quick reference when locating important numbers relevant to our work. The guide is available in both PDF and Excel formats, so you can choose the version that best suits your needs. 

We’ve made every effort to cite the sources for all figures included in the guide, allowing you to easily verify the information if needed. If you notice an error, please contact us at info@milestonefinancialplanning.com so we can correct it. 

Schedule a complimentary conversation today.