Services
Career
- Salary/benefits negotiation
- Role enhancements
- Certifications
- Resume review
- Job search
Business
- Bookkeeping: Cash flow/funding
- Marketing
- Operations
- Coordinating corporate and personal planning
Finance
- Spending/saving plan
- Debt/credit
- Investments
- Taxes
- Employee benefits
- Insurance
- Retirement/estate
- Education planning
I have experience covering general financial planning principles, investment planning, retirement savings and income planning, risk management and insurance planning, tax planning, estate planning, professional conduct and regulation, and education planning.
In addition, I’ve received my Enrolled Agent credential, the highest tax professional credential recognized by the IRS, covering the taxation of individuals and businesses, and the representation of clients before the IRS.
I am also a bookkeeper that specializes in Quickbooks (a Certified QuickBooks ProAdvisor)
Emergency funding, negotiating bills, automating
Student loans and mortgage refinancing
Diversifying, behavior, cost, rebalancing
Deductions, credits, filing (filing is a separate fee based on complexity)
Qualified plans, stock options
Health, life, P&C/auto, home, etc.
When / how can you retire? Where, when, and in what order of accounts to take money out of? Social Security/pension analysis
Avoid probate, assign beneficiaries, organizing and simplifying estate plan
College comparison, FAFSA filing, grants, scholarships, work-study
Service Number One
Service Number Two
Saving/spending plan:
Emergency funding, negotiating bills, automating
Investments:
Diversifying, behavior, cost, rebalancing
Employee benefits:
Qualified plans, stock options
Education planning/funding:
College comparison, FAFSA filing, grants, scholarships, work-study
Debt/credit:
Student loans and mortgage refinancing
Tax planning:
Deductions, credits, filing (filing is a separate fee based on complexity)
Insurance:
Health, life, P&C/auto, home, etc.
Estate planning:
Avoid probate, assign beneficiaries, organizing and simplifying estate plan
Retirement planning:
When / how can you retire? Where, when, and in what order of accounts to take money out of? Social Security/pension analysis
Career:
Salary/benefits negotiation, role enhancements, certifications, resume review, job search
Business:
Cash flow/funding, marketing, operations, coordinating corporate and personal planning
Saving/spending plan:
Emergency funding, negotiating bills, automating
Debt/credit:
Student loans and mortgage refinancing
Investments:
Diversifying, behavior, cost, rebalancing
Tax planning:
Deductions, credits, filing (filing is a separate fee based on complexity)
Employee benefits:
Qualified plans, stock options
Insurance:
Health, life, P&C/auto, home, etc.
Retirement planning:
When / how can you retire? Where, when, and in what order of accounts to take money out of? Social Security/pension analysis
Estate planning:
Avoid probate, assign beneficiaries, organizing and simplifying estate plan
Education planning/funding:
College comparison, FAFSA filing, grants, scholarships, work-study
Business:
Cash flow/funding, marketing, operations, coordinating corporate and personal planning
Career:
Salary/benefits negotiation, role enhancements, certifications, resume review, job search