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After years of listening to my clients’ concerns about suddenly making a lot
of money and having nothing to show for it, or not making a lot of money
and still owing a lot of taxes, I began to devote a great deal of my
consulting time to helping people truly understand where their
money is going, and why they feel like they make less than
they do.

I take the time to understand my clients’ entire situation
including the unspoken needs, desires and spending
habits. I show them the financial impact of lifestyle
choices in more than just a profit and loss
statement. I analyze where their money is
being spent by helping each client understand why they feel the way they do. I have found that combining this personal consulting service with the core tax and financial planning, results in a truly beneficial relationship that helps each client achieve their goals.