We can plan your success!
This means someone who is going to be in your corner to help you get your finances in shape! We start by documenting your goals and then compare them to your current position. We then decide on what's available to you and how to increase it and create a stretchy yet attainable plan on how to reach your goal within a reasonable time frame. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
I’m passionate about helping both companies and individuals with dreams, to live the life they desire, doing what they love, and mitigating stress so that it is the exception and not the rule. My commitment is to safeguard the dreams you strive to achieve and the assets you have worked so hard to accumulate. I use proven strategies designed to meet your risk tolerance, needs, and also your personality and style.
Since 1998, I've been helping business and individuals manage their finances and plan for the business that they want. I specialize in taxes so that you can keep as much of your hard-earned money as possible. AND I love helping non-profits benefit humanity! I also have enjoyed hundreds of hours being an ontological coach. When I'm not working, I enjoy being a grandmother, cooking, reading and playing in the pool.
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Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment