Working with Fintuition Advising

Every Fintuition engagement begins with a conversation. We keep our process clear, collaborative, and focused on your goals.

It starts with a consulting session, where we get to know you, your organization, and your goals. From there, we create a custom proposal that outlines scope, deliverables, and timelines tailored to your needs. Once we’re aligned, we’ll formalize the plan with an engagement letter — keeping everything transparent and straightforward.

Ready to get started?

Ready to listen…

Everyone deserves to feel empowered in their decision-making, and Fintuition Advising is committed to helping you make that a reality.

Check us out on Instagram!

Dan and Michaele constantly share insights and videos on the Fintution Advising Instagram channel (sorry no TikTok yet!). Follow @FintuitionAdvising and stay in the know!

Thinking about starting your own business? The opportunities are endless.

Happy Thursday! How’s dry January for your money going? Happy to report the Esdale household is mostly on track, though this post resonates because after a long day, the last thing I want to do is cook. But our goal for this month (and next) is no eating out / ordering in, so I’ve been more intentional about making sure I have the ingredients I need for dinner each night, and even giving us a few choices in case we don’t want what’s “on the menu.” Are you doing dry January? What are your tricks for making sure you eat what’s in your fridge?

Happy Wednesday! Tax influencers might equal an audit? Listen up and stop listening to influencer trash.

Happy Tuesday! Last week I reached a milestone 1,000 posts on Instagram. In fact, I’ve posted every single day since I started this account. I set this as a goal when I started Fintuition - I wanted a place where I could share knowledge and thoughts about money with folks I work with and anyone else who was interested. I never wanted to be an influencer or even have a lot of followers. Just followers who cared about my content and found it useful. I hope you get something out of my posts, even if it’s just admiring a cute dog when Ollie shows up. By the way, routine and consistency for the win. Every time.

Just itching to start 2025 taxes? A few things you can do now.

Feeling the 2026 scaries? Is it taxes? Finances? Work? Running your business? If you need a partner, reach out.

Happy Saturday! When was the last time you cleaned out your tax and financial closet?

Happy Friday! Let's talk about giving yourself grace to get out of sticky financial and tax situations, but then resolving to work with someone to move on and not fall into the same traps in the future.

Happy New Year! 🎊 2025 was a big year of reading for me - 153 books. I did a slow scroll through my Reading List app, you’ll see that it was entirely fiction this year. Mostly good, a few great, and only a few that I didn’t finish (they didn’t make the cut for the scroll or the count). I often get asked how I read so much. Y’all know I work a lot, and I have a pup who requires a lot of long walks. The secret? I don’t really watch TV at night. By the end of the day, I’m tired of screens and reading is my relaxation. I also take a book with me everywhere so I can catch a few chapters in the bus or the train. Not everyone is a reader and I totally get that. But if you want to read more in 2026, I have a few tips: 1. Read what you like, not what everyone tells you that you should read. 2. Don’t keep reading if you hate a book. I usually give it 50 pages. Life’s too short and there are too many books. Put it down and move on. 3. Put your phone away when you want to dive into a book. Silence it. Really let your brain sink in and enjoy. 4. I’m not an audiobook person, but if you are, yay! It’s like a podcast…but for reading. 5. To go to the next level, set a goal of exposing yourself to writers who write about countries, cultures, and lifestyles different from yours. It’s amazing what it does for your ability to be empathetic. 6. Support your local library. Reading is not a punishment, like many kids felt when they were first exposed to reading. It should be an escape, a journey, a peek into another world, a key to learning something new… Happy Reading in 2026! 📚 P.S. I would love to hear your recommendations, and I’ll have some nonfiction recommendations coming this year.

Happy New Year's Eve! Big news from Fintuition...@danesdale is joining the team!

Thinking about starting your own business? The opportunities are endless.

Happy Wednesday! Tax influencers might equal an audit? Listen up and stop listening to influencer trash.

Just itching to start 2025 taxes? A few things you can do now.

Happy Saturday! When was the last time you cleaned out your tax and financial closet?

Happy Friday! Let's talk about giving yourself grace to get out of sticky financial and tax situations, but then resolving to work with someone to move on and not fall into the same traps in the future.

Happy New Year's Eve! Big news from Fintuition...@danesdale is joining the team!

FAQs

Do you charge for the first consulting session?

For tax and financial therapy engagements, we do charge an hourly rate for the initial session — this allows us to review your materials and provide informed, actionable guidance from day one.

For growth marketing, workshops, and coaching, the first session is typically a complimentary discovery call focused on understanding your needs and determining fit.

What are your rates and how do you charge for projects?

It depends on the engagement and scope of work, but we generally bill hourly to keep things simple, transparent, and flexible. We provide regular reports on hours worked so you always know where things stand in relation to scope and budget.

I need my taxes done right away — can you help?

We do everything we can to accommodate clients during busy periods, but as a boutique consulting firm, we don’t take on more than we can handle while maintaining the high standard of service we’re known for. The closer we get to tax season, the tighter our schedule becomes — so early outreach is always best!

I feel ashamed I am so behind with tax obligations. Can you help?

We have seen it all and we aren’t here to judge. We start where you are.

What types of clients do you work with?

Fintuition works with individuals, small business owners, nonprofits, leadership teams, and higher education institutions. Our clients range from first-time tax filers to seasoned executives and Boards of Directors looking for strategy, clarity, and growth.

We will always honestly assess if we are a good fit for your needs as part of our onboarding process.

Can you help with both personal and business tax needs?

Yes — Fintuition Advising is experienced across the full spectrum of tax preparation and strategy. We handle individual, business, trust, estate, and international filings, offering comprehensive compliance and planning services tailored to your unique circumstances.

Do you work virtually or on-site?

Both! Again, this depends on the needs of our client and the scope of work. We travel to client sites for engagements that require the face-to-face interaction, but work virtually to keep travel costs to a minimum whenever possible.

Where are you located?

Fintuition Advising is located in the Charlestown neighborhood of Boston, Massachusetts.

Does Fintuition Advising have a mascot?

We sure do! Our three-year-old Australian Cobberdog Ollie can sometimes be heard in the background.

The key to brainstorming is an iced chai and some fresh air!

“Fintuition Advising is built around a simple idea: working with an expert to solve a problem should make things more clear, not more complicated. After years as executives ourselves, we wanted to offer the kind of partnership we always looked for — one that merges financial precision with strategic creativity and a focus on measurable outcomes.”