After many years of working with clients and listening to their needs, I have come up with a great process to help you get the financial things done that you want to accomplish in your life. I help you deal with your self-discipline issues. I can help you lower your bills and put the money towards the things that are important to you instead of paying off old debts all the time. I can help you achieve your goals (and if you don’t know what they are, I can help you come up with them!)
I will work with you to:
- prepare a budget that suits YOU
- set up weekly, monthly, quarterly, or annual budgets
- create short- and long-term goals
- establish and implement a process to make achieving your short-term and long-term goals a reality
See Also:
Tax Planning
The objective of personal tax planning is to minimize or defer income taxes payable through the proper organization of your financial/taxation affairs in the most beneficial way possible within the legal confines of [...]