Winner Of The 2025 AICTP Certified Tax Coach of the Year

Tax Planning

Proactive Tax Planning for Purpose-Driven Entrepreneurs

Female entrepreneur staring out the window of an office

At Ember Coaching & Financial Services, tax planning isn’t a once-a-year event—it’s a year-round strategy designed to help you keep more of what you earn and invest with clarity. From our hubs in Destin, FL and Breckenridge, CO, we serve entrepreneurs and individuals across the U.S. with proactive tax planning that connects your personal goals with your business vision.

Led by Certified Tax Coach Chris Conway, our team brings over 35 years of experience in accounting, consulting, and entrepreneurship. We don’t just prepare returns—we create smart, compliant strategies to reduce your tax burden, optimize deductions, and help you plan for the road ahead. Whether you're launching a business, scaling a service brand, or managing a real estate portfolio, we deliver clear, customized guidance backed by real-world insight.

We specialize in strategic tax planning for small businesses, leadership coaches, creatives, and online entrepreneurs—helping with entity selection, estimated payments, and year-end positioning. But our support goes beyond taxes.

We also advise on:

  • Life events like marriage, family planning, education, retirement, and career changes

  • Business purchases, sales, and succession strategies

  • Wills, trusts, estate planning, and legacy protection

  • Holistic financial coaching that supports your goals from startup to retirement

And with our simple monthly packages, you'll never face hidden fees—just consistent, judgment-free support.

Let’s Turn Tax Time Into a Strategic Advantage
If you're ready for a proactive, coaching-first approach to tax and financial planning, contact Ember Coaching & Financial Services today to schedule your consultation. We’re here to help you lead, earn, and grow with confidence.

Estate Planning

senior couple real estate planning with advisor at home


Estate and trust planning is about more than preparing for the future—it’s about protecting what you’ve built and ensuring your values carry forward. At Ember Coaching & Financial Services, we guide purpose-driven entrepreneurs through the financial side of legacy planning with clarity, compassion, and strategic insight.

Our role isn’t just technical—it’s advisory. With over 35 years of experience in tax strategy, business ownership, and consulting, Certified Tax Coach Chris Conway brings a rare blend of financial expertise and emotional intelligence to each conversation. We help clients understand how their business, family, and long-term goals intersect—so they can make estate decisions with both confidence and intention.

If you’re a founder, agency owner, or online business leader thinking about succession, inheritance, or setting up a trust, we’ll help you assess the tax implications and collaborate with your legal team to create a cohesive, forward-thinking plan. While we don’t draft legal documents, our financial consulting ensures every piece of your estate plan fits together—especially if your business or real estate assets are part of the equation.

Thoughtful Planning, Grounded in Strategy

Estate planning can feel overwhelming—but it doesn’t have to be. Through coaching, visual tools, and proactive tax planning, we help clients demystify the process and make decisions that reflect both their financial priorities and their personal legacy. Whether you’re considering a trust for your children or planning to pass down your business, our advisory-first model gives you the structure and insight to move forward wisely.

If you’re ready to explore how estate and trust planning fits into your bigger financial picture, reach out to Ember Coaching & Financial Services today. We’re here to support your next chapter—with strategy, clarity, and care.

Ember Coaching & Financial Services We want to help you, ask us questions
Feel free to use our Ai Powered Chat Assistant or click the contact button to reach us directly
Please fill out the form and our team will get back to you shortly The form was sent successfully