NEW CUSTOMERS Quick n Easy | Appts – Home Tours – Zoom 
Ask anything/ Anytime. Your ‘financial therapist’ has 40+ years of experience using honesty with empathy. Training + Experience = Exceptional Advocacy & Execution. A conservative, holistic approach to your ‘bigger picture’. Personal stewardship has molded our of training, education, and wide range of financial real-life experiences we apply. We’ve walked 100’s of folks through realty transactions, 1000’s of tax filings, & built endless spreadsheets for clients. From a ‘chaperone’ type assistance with basics, ‘counsel’ with transitions, or ‘therapist’-like pro to unload on & get perspective, contact me, ‘Ask me anything/ anytime’. Been there, done that, & am on-call!
- Personal INCOME TAX PREPARATION / ANNUAL REVIEW: TAX PREPARATION is a core to your ‘Annual Advisory Review’. Options are: Portal Upload/ Online $ | Inactive – via Virtual/ Office $$ | Group Offering (retirement/ assisted living/ community center settings) | Your Location/Home $$$
- Optional, but RECOMMENDED:
- Complete <|> YOUR ‘theNetWorthLife.com’ VISION | Video
- Look Over <|> Annual Review w/ Income Tax Prep: 8 page outline to best prepare | Video … or …. short version: SAMPLE BUDGET: 2 page worksheet/ example | Video
- NEXT: SET APPOINTMENT
- EXISTING CLIENT tendering documents to YourSpace247 portal | Video
- ‘VIRTUAL’ appointments FYIs | Video
- Optional, but RECOMMENDED:
- RETIRED/ SENIOR: Tax Filings/ Workshops/ Assisted Living: Transitions & Site Visits/ Relocation Assistance: (brokerage, concierges, site location advocacy) financial 1x & monthly: trusts n estates/ monthly finances.
TAX PREPARATION is a core aspect of your ‘Annual Advisory Review’. Options & pricing include: Virtual/ Online $49 up | Office $79 up | Your Home $99 up
DISCOUNTS: Brokered buy/sell this year | Friends, Family, Neighbors referral | Early Bird 2/15 – 3/25 Tu, W, Th 11am-4pm 
Entities, trusts/ estates, tax, forensics, spreadsheets + free perks for ~ theNetWorthLife.com ~ friends.
Exclusive provider of YourSpace 24/7, interactive online portal.
Complete <|> YOUR ‘theNetWorthLife.com’ VISION <|> Then SET APPOINTMENT
Advisory ‘Financial Therapist’ is a long term relationship ‘You Can Call On Anytime’ offering:
- 1040s, 1120s. 1041s Estates, Trusts, Business, Personal taxes
- 1x Consulting to On-call Advisory services
- Estate & Trust QnA’s, property dispositions/management, tax filings
- Beyond compliance IRS tax planning & strategies
- Wealth preservation tools & insights
- Entity setup & timing decisions
- 100’s of handy spreadsheets for all things financial
- Bookkeeping & budget setup/ consulting
- Forensic consulting, setup, research, reports
- Counsel in times of transitions & challenges
- Stock investing tool-kits
- YourSpace247 portal !
You Value more than a clerical ‘processor’, so let’s discuss how today’s planning can make tomorrow more fruitful. Review of at ‘what you’ve done’, & ‘what you have’, then where you’d like to be in the days and years ahead.
Key decisions today can glean $1,000s tomorrow.
Set-up: We will either set you up with a ‘boot camp’ approach being on-call as needed, offer on-going services, or anything in between.
- We provide you with a pricing menu and suggested set of services at your request. Get started by giving us your financial perspective in this NetWorth Vision CLIENT REVIEW FORM. With your dossier on file we can ‘assess how to best assist’.
- Knowing your ‘Life Vision’ helps us support your work best.
- A free initial appointment once the above are completed.
Free complimentary services for those in need including medicaid recipients, elderly with only SSI, or with hardship situation due to loss of your household member this year.
We have clients all over the state, in other states, and out of the country.
FOR APPOINTMENTS, < GO HERE. Ask anything/ Anytime. with contact form below:
Copyright 2025, no part of this site may be reproduced, all rights reserved. Services offered through Anibal Group LLC which is not affiliated with any other entity. Content and opinions on our site is not a substitute for nor should be relied on in lieu of your own provider of legal, insurance, title, mortgage, and investment advice.
href=”https://networthbasics.com/rates/” target=”_blank” rel=”noopener”>Appts – Home Tours – Zoom
Ask anything/ Anytime. Your ‘therapist’ has 40+ years of ‘financial therapist’ experience, with honesty & empathy. Training + Experience = Exceptional Advocacy & Execution. It’s a conservative, holistic approach to your ‘bigger picture’. If personal stewardship is important, then you’ll appreciate the depth of training, education, and wide range of financial real life experiences afforded you. This from having walked 100’s of folks through realty transactions, completed 1000’s of tax filings, & built endless advisory spreadsheets for clients. Whether you seek ‘chaperone’ assistance with the basics, ‘counsel’ during transitions, or a ‘therapist’ to unload on and offer perspective, contact me, ‘Ask me anything/ anytime’. Been there, done that, and grateful for the opportunity to be on-call!
- Personal INCOME TAX PREPARATION / ANNUAL REVIEW: TAX PREPARATION is a core to your ‘Annual Advisory Review’. Options are: Portal Upload/ Online $ | Inactive – via Virtual/ Office $$ | Group Offering (retirement/ assisted living/ community center settings) | Your Location/Home $$$
- RECOMMENDED:
- Complete <|> YOUR ‘theNetWorthLife.com’ VISION | Video
- Look Over <|> Annual Review w/ Income Tax Prep: 8 page outline to best prepare | Video … or …. short version: SAMPLE BUDGET: 2 page worksheet/ example | Video
- THEN SET APPOINTMENT
- EXISTING CLIENT tendering documents to YourSpace247 portal | Video
- ‘VIRTUAL’ appointments FYIs Video |
- RECOMMENDED:
- RETIRED/ SENIOR: Tax Filings/ Workshops/ Assisted Living: Transitions & Site Visits/ Relocation Assistance: (brokerage, concierges, site location advocacy) Financial 1x & monthly: trusts n estates/ monthly finances.
TAX PREPARATION is a core aspect of your ‘Annual Advisory Review’. Options & pricing include: Virtual/ Online $49 up | Office $79 up | Your Home $99 up
DISCOUNTS: Brokered buy/sell this year | Friends, Family, Neighbors referral | Early Bird 2/15 – 3/25 Tu, W, Th 11am-4pm
Entities, trusts/ estates, tax, forensics, spreadsheets + free perks for ~ theNetWorthLife.com ~ friends.
Exclusive provider of YourSpace 24/7, interactive online portal.
Complete <|> YOUR ‘theNetWorthLife.com’ VISION <|> Then SET APPOINTMENT
Advisory ‘Financial Therapist’ is a long term relationship, You Can Call On Anytime, offering:
- 1040s, 1120s. 1041s Estates, Trusts, Business, Personal taxes
- 1x Consulting to On-call Advisory services
- Estate & Trust QnA’s, property dispositions/management, tax filings
- Beyond compliance IRS tax planning & strategies
- Wealth preservation tools & insights
- Entity setup & timing decisions
- 100’s of handy spreadsheets for all things financial
- Bookkeeping & budget setup/ consulting
- Forensic consulting, setup, research, reports
- Counsel in times of transitions & challenges
- Stock investing tool-kits
- YourSpace247 portal !
You Value more than a clerical ‘processor’, so let’s discuss how today’s planning can make tomorrow more fruitful. Review of at ‘what you’ve done’, & ‘what you have’, then where you’d like to be in the days and years ahead.
Key decisions today can glean $1,000s tomorrow.
Set-up: We will either set you up with a ‘boot camp’ approach being on-call as needed, offer on-going services, or anything in between.
- We provide you with a pricing menu and suggested set of services at your request. Get started by giving us your financial perspective in this NetWorth Vision CLIENT REVIEW FORM. With your dossier on file we can ‘assess how to best assist’.
- Knowing your ‘Life Vision’ helps us support your work best.
- A free initial appointment once the above are completed.
Free complimentary services for those in need including medicaid recipients, elderly with only SSI, or with loss of your household member this year.
We have clients all over the state, in other states, and out of the country.
FOR APPOINTMENTS, < GO HERE. Ask anything/ Anytime. with contact form below:
Copyright 2025, no part of this site may be reproduced, all rights reserved. Services offered through Anibal Group LLC which is not affiliated with any other entity. Content and opinions on our site is not a substitute for nor should be relied on in lieu of your own provider of legal, insurance, title, mortgage, and investment advice.
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