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filler@godaddy.com
Signed in as:
filler@godaddy.com
In- person or virtual individual, couple or family sessions
Have questions on on your personal finances? Let's discuss. Ask about our monthly plans!
Are you combining or separating households? Let's learn how to discuss together.
Twenty years experience in Tax Preparation and Tax Strategy for individuals and small businesses in all states. Specializing in gig workers and entrepreneurs.
Small group virtual or in- person workshops introducing topics to build a financial foundation:
Together, let's discover your mindset and attitudes around finances.
Learn how calculate net worth, assess current financial situation and plan for individual and family goals.
Is this job paying more? How do you compare benefits? What you need to know if you are ready to start a business?
Understand how the W-4 and W-2 compare to W9 and 1099. Employee vs Independent Contractor, Gig workers and Entrepreneurs, what you need to know.
What is it? Why do you need it? How do you establish and manage it?
Elimination, Consolidation or Settlement, Navigating Credit Card Balance Transfers.
Understanding Insurance and Basic Estate Planning- What you need to know.
What does retirement look like for you? Learning what to consider.
Why should you and what you need to know before you start.
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