The Strategy Behind Financial Freedom

Because most business owners lose money every month—and don’t even realize it.

Dee Dee Stone isn’t your accountant.
She’s the strategist people call when they realize “just doing the books” is quietly costing them tens of thousands a year. A former IRS auditor and licensed CPA, Dee Dee built Strategic Path Advisors for one reason: to help bold business owners stop leaking money—and start leading with precision.

Whether it’s tax liability, cash drag, or financial blind spots no one else will call out, she finds it. Then fixes it.

Her approach isn’t about write-offs and rushed filings. It’s about clarity, structure, and decisive action—because when you understand the code, you control the outcome.

Who This Is For

  • You're the right fit if:

    • You net $1 m+ and still feel like your accountant is winging it

    • You want to stop reacting to tax season and start making tax decisions

    • You don’t want vague advice—you want exact answers

    • You’re building a business, a legacy, or both—and you want it protected

Who This Isn’t For

  • This is not the right fit if:

    • You want basic tax prep and last-minute fire drills

    • You aren’t ready to hand over clear, honest numbers

    • You think strategy means spending more on write-offs

    • You’re afraid to make bold, legal moves to keep what you earn

What Makes This Work Different

Most firms focus on keeping you compliant.
We focus on helping you build wealth—while staying fully compliant every step of the way.

At Strategic Path Advisors, we reverse-engineer your goals and design a tax strategy that protects your income, supports your growth, and aligns with where you’re going. This isn’t about year-end scrambling. It’s about clarity, control, and long-term thinking.

You won’t just get a portal and a PDF.
You’ll get a partner who tells you the truth, identifies the risks, and builds a plan you can actually implement.

How to Work Together

Strategic Path Advisors accepts new clients by referral only to maintain the integrity and depth of every engagement.

We work with a maximum of 36 monthly advisory clients per year—a structure that ensures focused, proactive strategy with room to adapt as your business grows.

If you’ve been referred—or believe you may be a fit—visit StrategicPathAdvisors.com for next steps.