Find a moment to discuss how to meet your financial needs.
Connecting with you
1
What are you looking for?
Consider what goals you are trying to meet, and if you are ready to start this process.
2
One-on-one time.
Schedule a free consultation to discuss the service that fits your needs and preferences.
3
Starting the process.
I’ll share my opinion on the best path we can take to meet your financial goals.
“The function of education is to teach one to think intensively and to think critically. Intelligence plus character – that is the goal of true education.”
— MARTIN LUTHER KING, JR.
FAQs
What is bookkeeping and why should I invest in this service?
Your business or personal finances matter, where your money goes and comes from matters. It is important to organize and manage how you budget your expenditures and the best way to keep all of your records in order. It may come easier to others but that does not mean you ignore or pay little attention to your financial position, whatever they may be.
How much hands on guidance do you provide?
As necessary as it is to accomplish the goals you have set in place, it is not easy to do alone. I help prepare, organize, and facilitate the entire process. We normally start together, working to establish the process needed to meet all your financial goals. I then continue the process, with your input, allowing you to have a peace of mind.
Why is tax planning important?
Accessing your yearly tax liability allows you to take advantage of deductible expenses & allowances. Savings from a lower tax liability by maximizing these deductions allows you to save and invest in financial instruments with limited tax exposure. Working together we can effectively lower your liability and allow for exponential growth in generational wealth.