A tax pro wrote: “just because someone prepares and files your income tax return does not make them available to you on a weekly basis throughout the year.”

A client said: “My lawyer says every time I call, he is charging me $700 an hour”.

I take an entirely different approach with a career focused on making access to a high level financial professional easy, affordable, and stress free. First we solve an immediate problem, then we build on the relationship to improve from there. It took decades to develop the skills for this business model, but for me and my clients, we wouldn’t have it any other way.

#advisor

#coaching

#taxes