For full financial plans we use MoneyGuide financial planning software, which does not hold any account-level personal information or tax returns.
We use encrypted upload links and encrypted email to communicate sensitive information.
We will never request nor accept account passwords or credentials.
Receive timely info and tax tips mixed with humor and fun through the award-winning monthly letter, “The View From the Porch.”
I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We’ll chat about your needs, your goals, and what steps are right for you.