I create a comfortable, supportive environment for you to discuss your
wealth building goals. Nothing is more frustrating than a CPA who
spouts jargon and tosses out numbers. I make sure my clients understand
every step we take and I encourage questions.
I work with you, one-on-one, through consultations in my office. I
can also work with clients all over the US by phone, fax and email.
My services are unique to the financial marketplace because I work primarily
with clients who focus on college admissions and the challenge of paying for
college.
CPA's can help you take advantage of all tax deductions available. But effective tax planning can actually make it harder to qualify for financial aid. I will work with your CPA to make sure your tax and financial aid goals do not conflict with one another.
Investment advisors can help you manage your portfolio. But choosing an investment program can influence your financial aid package. I will work with your financial advisor to make sure your portfolio management and financial aid goals do not conflict with one another.
My consulting services are based on a thorough knowledge of the college admissions and funding process. You will receive an integrated financial plan that helps you manage your assets wisely -- and make sure your child gets the best education available.
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Now that you have a better idea of Our Approach, please see How
We Work.