Education leads to empowerment

Our society does a lousy job educating people about finance. I work to change that with tax and financial planning services that focus on education. Once you understand the basics, you can make smart financial decisions.  

You will learn what financial terms actually mean and how to create a realistic budget based on your goals. You will understand tax returns and how to minimize taxes. You will learn how to protect and grow assets and transfer wealth responsibly. 

You will live the best life you can with the money you have.

 

 

Financial Planning Services

Mini-audits

After sending me a list of basic financial documents and statements, I will conduct a mini-audit of your financial health. We will meet in person or online and discuss your financial risks and where you can make immediate and long-term changes.

Comprehensive Financial Planning

Building and preserving your personal wealth requires a customized approach. You will get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

You plan may include:
Retirement planning
Estate planning
Strategies to achieve your investment goals 


 

Financial Education and Empowerment

Financial Education and Empowerment Workshops

During my workshops, you will learn good, long-term financial habits, including how to put together a personal financial plan and build wealth.

 

Tax Preparation Services

Personal and Business Tax Returns

Today's tax laws are so complicated that filing a relatively simple return can be confusing. It is easy to overlook deductions and credits to which you are entitled and make mistakes even if you use a software program.

Your tax return will be:
Prepared by a CPA (me!)
Comprehensively reviewed to ensure there are no errors
Filed electronically (we keep copies of your records)
Filed properly and within your timeframe

You will also receive tax planning tips to minimize taxes in the future.
 

Learn more about how I can help you achieve your financial goals.