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HOW IT WORKS

Two 90-minute Appointments Each Year

First Half of the Year

  1. Tax Preparation
  2. Investment Analysis
  3. Goal Setting for the Year

Second Half of the Year

  1. Tax Planning
  2. Investment Analysis
  3. Review of the Year

 

Full-Time Access

We are available anytime that you have financial questions. Thinking about buying a car? You can call us and we’ll help you decide how much you can afford to spend. Get a raise? Email us and we’ll help you figure out what that means for your financial goals.