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

This is a one-on-one or very small group session for individuals who want a clearer understanding of their current financial situation in a relaxed, low-pressure setting.
During the session, we can review topics such as:

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

The goal is clarity and direction — not a presentation or sales pitch.
I offer 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.