I grew up buying my school clothes by working on a farm. I became a CFO.
Now I help people avoid the mistakes I had to learn from the school of hard knocks.
Let's make a change for the new you!
Helping families build a financial plan they can actually stick to--from someone who learned money the hard way.
Services
Financial Coaching
What you can expect in your first session:
- Basic questions about yourself or your family (who is the plan supporting?).
- What are you hoping to accomplish? (pay off debt, buy a home, save for college education, travel the world, retirement)
- What challenges do you see in trying to reach that goal?
- If you have a spouse, are you on the same page with the same goals?
- How do you manage your finances today and does it work for you?
- Tell me your story and how you dream it will be in the future. I don't do cookie cutter approaches and each session is about your goals and various ways to reach them.
- After the first session at $50, individual sessions are $300 but can be reduced with multiple session packages.
- 6-Session package $1,500
- 12-Session package $2,700
- Engagement letter with terms to be signed beyond the first session.
Tax Preparation
Taxes can be overwhelming, what you can expect:
- I'll use plain English, not a bunch of confusing jargon
- What was your prior year information and what may have changed for this year? (new job, new home, new child, divorce, retirement, etc.)
- Did you pay in for Federal and State or get a big refund? (should we adjust your withholdings or tax estimates)
- How many different schedules are needed? (any schedule A, B, C, E, F or K-1's)
- Basic returns (1040, schedule A and/or B) for Federal and State with electronic filing start around $175; initial consult to be deducted from final invoice.
- Extras:
- Multiple States
- More than one page of capital gains
- Business (schedule C)
- Rental property (schedule E)
- Farm (schedule F)
- Business income from K-1's
- Prior year clients typically keep the same rate unless there are major changes.
- Tax engagement letter with terms to be signed prior to preparation.