NEW CUSTOMERS Quick n Easy | Appts – Home Tours – Zoom
Ask anything/ Anytime. Nearly 40 years of ‘financial therapist’ experience, with honesty & empathy. 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 experience I’ll afford you. I’ve walked hundreds of folks through realty transactions, completed 1000’s of tax filings, and built hundreds of financial model spreadsheets for my clientele. You may need a ‘chaperone’ assisting with the basics, a ‘counselor’ to walk along thru transition, or a ‘therapist’ for a seemingly major situation. Ask me anything/ anytime. Been there, done that, and thankful to be on-call to help you!
Existing clients may request ‘VIRTUAL’ appointments ! | Stay Home & Still MEET US option
TAX PREP w/ complete ‘Annual Reviews’ options: Online $ | Office $$ | Your Home $$$
DISCOUNTS: Brokered buy/sell this year | Friends, Family, Neighbors referral | 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
‘Financial Therapist’ You Can Call On Anytime offering:
- 1x Consulting to On-call Advisory services
- Estate & Trust considerations, property management/ disposal, 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 consulting
- Forensic consulting, setup, research, reports
- Stock investing tool-kits
- YourSpace247 portal !
You Value more than a ‘processor’, someone to call on to discuss how today’s planning can make tomorrow more fruitful? Lets look at what you’ve done, what you have, and where you’d like to go 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.
- NO FEE initial consultations once the above are completed.
Free services for those in need including medicaid recipients, elderly with only SSI.
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:
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