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.
Now that tax season is upon us, and new tax laws being enacted, it's the perfect time for me to get to know your financial situation from the ground up. No two clients share the same time horizons, risk tolerance, or dreams. I genuinely enjoy helping my clients achieve their financial and life goals.