The right fit
While I work with a variety of clients, not everyone is a good fit. If any of the following statements describe you, I might not be the right adviser for you:
- If you don’t want to build a long-term, trusting relationship with your adviser.
- If you’re looking for help with investments, because I don’t provide investment advice.
- If you want someone who will try to predict the future.
- If you are unwilling to open up about your entire financial picture.
- If you are only looking for someone to prepare a simple tax return at a low cost.
It all starts with a plan
Before I can help you tackle your tax or financial issues, I will work with you to develop a tax and financial plan. This process will allow you to:
- Explore your values and your interests
- Determine your goals for the future
- Analyze your cash flow needs
- Organize your financial accounts
- Assess your tax situation
- Develop specific recommendations to help you meet your goals