Services

Career
Business

Finance

Through my CERTIFIED FINANCIAL PLANNER™ certification process and much more, I have experience covering general financial planning principles, investment planning, retirement savings and income planning, risk management 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)

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

Service Number One

Through extensive experience and broad expertise, we always offer the highest quality our clients can get.

Service Number Two

Several years in the industry have given us invaluable knowledge in the field in which we pride ourselves.

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)

Risk Management

Ensuring that your property, health, and loved ones are cared for, regardless of what the world throws at you and them.

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