Encompass Financial Planning
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We are a holistic wealth management firm specializing in financial planning, tax planning and wealth management.
03/21/2026
When a spouse passes away, the surviving spouse often faces a significant and unexpected tax increase the very next year.
It's known as the ‘widow's tax penalty’ and it's one of the most overlooked retirement income risks for women.
The good news? It can be planned for.
Read more: https://www.encompass-fp.com/retirement-tax-planning-women-fiduciary-guide
Book your free call: https://bit.ly/4ayvLe5
Retirement & Tax Planning for Women | Encompass Financial Planning | Encompass Financial Planning LLC How women in Northern California and beyond can navigate retirement, Social Security timing, widowhood tax risk, and legacy planning with a fiduciary advisor who specializes in their needs.
03/19/2026
Many retirement plans aren’t built with women in mind. It’s why we went into business.
You deserve a plan that accounts for your longer lifespan, the tax consequences of widowhood, and Social Security decisions that look very different depending on your history.
This Women's History Month, we published a guide to address that: https://www.encompass-fp.com/retirement-tax-planning-women-fiduciary-guide
Ready to make your own? Book a call: https://bit.ly/4ayvLe5
Retirement & Tax Planning for Women | Encompass Financial Planning | Encompass Financial Planning LLC How women in Northern California and beyond can navigate retirement, Social Security timing, widowhood tax risk, and legacy planning with a fiduciary advisor who specializes in their needs.
02/26/2026
Sometimes, self-love looks like a spreadsheet.
Financial planning doesn’t sound romantic.
But it might be one of the most meaningful acts of self-love you can practice.
Read the blog to see why: https://www.encompass-fp.com/blog/what-self-love-looks-your-finances-and-how-you-can-start-today
Book your call with us now: https://calendly.com/josh-soria/complimentary-fit-call
What Self-Love Looks Like in Your Finances and How You Can Start Today | Encompass Financial Planning LLC • Financial self-love means clarity, protection, and intention, not perfection • Estate planning is one of the most overlooked (and powerful) acts of self-care • Having a plan helps reduce stress for you and protects the people you love
OBBB planning does not require a full reset. It benefits from a thoughtful check-in.
From withholding and contribution limits to withdrawals and estate alignment, small updates can support long-term confidence.
We break it down in our latest blog: https://www.encompass-fp.com/blog/obbb-planning-where-start-2026-encompass-financial-planning
Ready to invest in your future? Book your call with us now:
https://calendly.com/josh-soria/complimentary-strategy-session?back=1&month=2025-12
I discussed a common strategy for high earners to stay in the 24% tax bracket instead of moving into the 32% or 35% range. I suggested maximizing the 401, using a Health Savings Account (HSA) if available, and exploring tax-deferred compensation plans offered by the employer. These strategies can reduce the current tax bill and provide more room for future Roth conversions. I also mentioned that many advisors overlook this kind of bracket management and encouraged viewers to book a call if they haven't had this conversation with anyone
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Address
900 E Main Street, Suite 203
Grass Valley, CA
95945
Opening Hours
| Monday | 9:30am - 5pm |
| Tuesday | 9:30am - 5pm |
| Wednesday | 9:30am - 5pm |
| Thursday | 9:30am - 5pm |
| Friday | 9:30am - 5pm |
