Advice & Financials
In order for us to take a risk and try something new, we often need an objective,
experienced sounding board to help us start down a new road.
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I work with people navigating life and career transitions.
Are you physically MOVING and starting over in a new place?
Are you beginning a NEW LIFE?
Are you launching a NEW ENDEAVOR?
Are you RESTRUCTURING your business ventures?
Are you passionate about a CONCEPT, but don't know how to proceed?
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I’ve done all of the above and can’t wait to share my hard earned knowledge with you.
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I’ve seen it all.
I’ve helped all kinds of people
at many different levels and places in life.
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Over the years, people have asked different questions such as these:​
“How is it possible that you can be both a tax accountant and an artist?”​
And I would respond, “Have you ever heard of Michelangelo or Leonardo?
They were engineers and architects as well as artists.
But what do you remember them for?
You remember them for how they have inspired millions
over the centuries with their divine acts of creation.
You remember them because they created something new.”​
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So I ask you, WHAT DO YOU WANT TO BE REMEMBERED FOR?
In order for us to take a risk and try something new,
we often need an objective,
experienced sounding board to help us start down a new road.
​
I work with people navigating life and career transitions.
​
IT'S A SIMPLE START...
Book an introductory consultation one-on-one counseling session with me.
We will meet on a video or phone call as you prefer.
You will leave our first session, with multiple practical tips and solutions
that you can apply on your own.
Or we can continue with a tailored plan that fits your individual needs.
Intro Special $200
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My next question to You is:
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What program type do you fit into?
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Women in Focus
As a female, I know intimately how we like to help others.
Often, we naturally assume roles as caretakers.
If we didn’t raise children, we find fulfillment caregiving in other ways.
It could be attending to elderly parents, a family member with a serious illness,
a long-term partner, or grandchildren.
Caregiving is a noble character trait.
But it often is accompanied by a loss of identity and financial instability.
Lovely, selfless women don’t always recall how to speak up for themselves.
They may have access to funds,
but don’t ensure their own monetary stability as they care for others.
I’ve also seen many unmarried women at significant financial risk,
for they often sacrifice their best for others,
with little reciprocal support in return.
Perhaps it is an unusual living situation, or a long-time partnership.
Often, they’ve invested their time in relationships,
and have not prioritized their own financial health.
They need support and advice as they find their own voice again,
restructuring a future with a solid foundation.
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Let's discuss your unique situation
Introductory Session
$200
Starting Over
This program is one of Financial Recovery.
It is never to late to start over again.
Maybe you lost your job, your spouse, returned from addiction,
began a new endeavor or moved to a new country.
Maybe you are an amazing survivor of a challenging divorce,
a traumatic bankruptcy, or you are reinventing your entire career.
You may have unresolved debts, whether that be taxes,
credit card or a college debt burden.
You don’t know what to do.
You are overwhelmed and you don’t know where to begin.
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Let's discuss your unique situation
Introductory Session
$200
Mid- Journey
This program is perfect for those who have maintained a steady income pace,
but somehow luxury eludes you.
Vacations are out of reach.
Your dream business seems too risky.
You are working hard, paying bills, saving for years.
So, what is it all for?
Maybe it is time to step back and reassess.
You’ve had your nose to the grindstone;
and you can’t see the forest through the trees anymore.
Perhaps your plate is too full, while your bank account is too low!
This may be your moment for a complete financial review.
Or you just need some help with a few things.
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Let's discuss your unique situation
Introductory Session
$200
Arrived
After working with countless clients with various levels of affluence,
there is one hard truth.
Wealth comes with its own burdens and complications.
Portfolio management of real estate properties and investments is no easy task.
Maybe you are retired with investments.
Perhaps you received a divorce or legal settlement.
Or you inherited wealth or won prize money, so you’ve arrived.
But what do you do now?
The true search for fulfillment begins.
Shifts in portfolios create unexpected tax consequences,
if they are not carefully coordinated.
If you move between Investments, Real Estate or a Fine Art Collection,
your full financial snapshot must be considered.
As a CPA, I consider the tax impact of each transaction on your big picture goals.
But not only that, I help Owners buy and sell real estate,
high quality art and other luxury collections.
I’ve developed my own exclusive network of experts across numerous fields.
So, I’ve coordinated many complex, multi-faceted efforts for people.
Besides my private network, I also developed my own channel:
a quarterly digital magazine for this purpose.
I help owners buy, sell, rent a residence, investment or commercial property.
I help people buy and sell fine art, wine, and boats, and automobiles.
So what aspect of your complex world do you need help with?
Let’s make the move together.
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Let's discuss your unique situation
Introductory Session
$200