Individual & Family Packages
The health of your family’s finances can determine so many things beyond your bank account balance: the ability for your kids to go to college debt-free, the age you can comfortably retire, updates and repairs you can make to your home and even family vacations you enjoy together. My services for individuals and families help you identify your financial goals, then create a plan that you can stick to, while providing guidance along the way. I don’t sell any financial products - I am not commission based. My mission is purely to help you feel more confident about your finances, so you can attain those important life goals. So if you’re ready to tackle all those nagging questions you have about your money and what you should be doing with it, please give me a call.
basic tax return – STARTS AT $325
Premium Tax Return Plus Package
For individuals and families who need that extra bit of assistance with ongoing financial needs, this package gives you everything you need and nothing you don’t at a price that fits your budget.
Tax Planning + Preparation
Retirement + College Education Planning
Semi-Annual Budget vs Actual Results
STARTS AT $125 per month
Premium Tax Return Plus Package
For individuals and families who are looking for a full service financial consultant, this package will help you stay on track and give you the freedom to get back to what you enjoy most in life.
Tax Planning + Preparation
Retirement + College Education Planning
Semi-Annual Budget vs Actual Results
Personal Information Management
Liability Insurance + Risk Management
Financial Education + Coaching for Family Members
125 hours Personal Financial Services