Services
Whether you need precise tax preparation, ongoing strategy, or hourly guidance, my mission is to simplify complexity and give you clear, confident direction.
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Tax Planning and Preparation
Tax preparation is compliance. Tax planning is strategy. I help clients understand how today’s decisions affect future tax outcomes, not just this year’s return.
What this includes:
Ongoing tax planning and projections
Review of income, deductions, and timing decisions
Coordination with investment and retirement strategies
Tax preparation as part of a broader plan
This service is often most valuable for high-income individuals and families or those navigating complex financial changes.
→ See who I serve best -
Comprehensive Financial Planning
Financial planning provides structure when decisions feel overwhelming or unclear. I help clients understand trade-offs, model options, and move forward with confidence.
What this includes:
Cash flow and savings strategy
Investment and retirement planning
Risk management and long-term projections
Ongoing guidance as goals change
This work is delivered through a fiduciary, CFP®-led planning process.
→ Why Hire a CFP® -
Advisory
Targeted guidance for life’s financial crossroads, when you need expert advice without a full-service engagement.
Who this is best for:
This is especially helpful for clients navigating:Divorce or separation
Sudden changes in income or responsibility
High income with layered tax exposure