I offer private consultation by phone or screen share to tackle specific problems or create a plan to move forward. People generally seek consultation related to company structure, business compliance, account organization, financial literacy, start-up assistance, audit prep.

Money involves emotion and sometimes hand holding. I offer planning and incentives to bring your financial goals within reach and guide you to better practices by gently breaking bad habits and creating new simple methods of management to keep you on a positive path.

When one becomes incapacitated or dies suddenly, we want to know that our beneficiaries are treated impartially and respectfully, and that our financial affairs are kept in order and distributed according to our intended plan. I administer your estate plan, coordinate income and expenses, manage disbursements and work with tax and legal professionals to conduct settlement activities on behalf of your estate and your beneficiaries.