PERSONAL, BUSINESS, TRUSTS AND ESTATES
People often come to me when they feel out of control and tell me a weight has been lifted by organizing their finances and creating a clear plan.
My practice encompasses both individuals and businesses. Dealing with their taxes and finances has given me unique insights into their various financial/life situations. As such, I have found myself the "Personal Chief Financial Officer" of my clients’ finances. Using your tax returns (personal, business, trusts) as my starting point, I gather the facts of your current personal, business, and estate situation. I then:
· Create your personal balance sheet (cash, assets, debts and liabilities), profit and loss statements, and discuss your budgeting and liquidity issues.
· Do a comprehensive review of your overall finances, encompassing investing, insurance, personal, and estate taxes.
· Discuss multi-generational issues. Are your accounts titled correctly? Do you have the needed Trust and Estate documents to ensure your wishes are carried out after you're gone?
Then, as a team, we create an individualized plan to achieve your goals and ambitions. I work along with you to implement the plan and will stay involved as long as you wish going forward.