Diane’s tax experience has taught her that it’s not enough just to put the “right” numbers in the “right” boxes in the “right” forms. She’s learned that planning is the key to helping clients pay less.
Those clients have always appreciated how she does more than just record history. They’ve trusted her enough to approach her with questions about investing and financial planning. But she’s always been frustrated by the inherent conflicts and lack of transparency infecting the wealth management industry.
After much research, Diane found a partner who helps clients like you accomplish their tax & wealth goals. This partner shares her values and uses a proprietary methodology to implement those values into holistic planning: a Taxes First, Then Math® approach.
As a Family Office Director, Diane is responsible for prescribing advanced tax solutions and ensuring her network of partners fill those solutions with fidelity to her plan. She relies on the experts at Financial Gravity, Inc., a true partner — not just a vendor — who helps her deliver lower costs, higher tax efficiency, more comprehensive diversification, and more transparent risk management.
Diane Gibson is a Certified Public Accountant (CPA) with over 30 years of tax, accounting and management experience in public and corporate accounting settings. She has expertise in tax preparation and planning and works with clients to optimize their tax planning, compliance and financial strategies.