Simplified, Transparent Financial Planning.  Your path to financial control with a trusted CPA.

Discover the Data You Need to Make Informed Decisions on:

  • General Savings Strategies

  • Optimizing 401(k)s and Workplace Retirement Plans

  • Leveraging the Power of IRAs and Roth IRAs

  • Deciphering Debt Repayment vs. Investing

  • Navigating Student Loans

  • Mastering Mortgages

Streamlined Investment Strategies for Financial Success

Choose Your Plan:

Single Consultation

Get a customized financial plan in one session. I’ll guide you on using free online tools for self-tracking.

Annual Assistance

Enjoy ongoing support with regular meetings to keep you on track toward your financial goals.