Fee-only Certified Financial Planner (CFP®) and Licensed Tax Consultant helps you plan for retirement, college and taxes. *Retirement Planning:The key question is how much should you be saving? After all, if you get this wrong and save too little, it will cause you a problem later in life. Conversely, who wants to save too much? Life is uncertain and should be enjoyed to the maximum right now!I use planning software to find a constant living standard that can maintained both before and after your retirement. You then can see how different decisions affect your living standard. Making the right financial moves can mean more spending power or allow an earlier retirement.* College Planning:Have a school Junior or Senior? You need to pay attention to how you are going to pay for college!I help families understand the financial challenge, with selecting colleges they can afford, filing financial aid applications, evaluating offers, planning cash flow, and with education loans.*Tax Planning: Find out what the recent tax law changes will mean for you and how you might be able to reduce your 2018 tax bill. If you have student loans, I will compare how filing jointly or separately will affect your federal loan payments.* Tax Preparation: For your convenience, I will visit you in your home, or at a location of your choosing. Cost varies by complexity of the return; call for an estimate based on your unique situation. History Established in 2007. Moved from Bay Area to Portland in 2015
