One-on-One Review of Your Financial Situation (Taxes & Investments)

This is a one-on-one or very small group conversation for anyone who wants a clearer understanding of their current financial situation in a relaxed, informal setting.
Over coffee, we can talk through topics such as:

• Upcoming tax considerations and filing questions
• Income, savings, and cash flow basics
• Investment accounts and general allocation
• Common financial planning questions or gaps

The goal is clarity and direction — not a presentation or sales pitch.
I provide individual tax preparation (with all returns reviewed and signed by a licensed Enrolled Agent), as well as investment management and fee-only wealth planning. This session is educational in nature, with no obligation.
Sessions are intentionally limited to keep the conversation personal. If none of the listed times work, feel free to message me to coordinate another time.