Road to Financial Independence
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How We Are Different
I formed my own accounting firm with a single principle in mind: to provide the highest level of personalized client service possible. Because of the relationships I am able to build up over time, I care about each of my clients, and will go the extra mile to handle your interests with integrity, responsiveness, and accuracy.
Our Process
Where are you now?
What is your current situation?
What do you want help with?
Where are we going?
Do you have a specific goal in mind?
What do you value?
What exactly do you want to do with your life?
What do we do first?
What is the most important thing to take care of immediately?
How do we address several things at once?
Where are we going?
Do you have a specific goal in mind?
What do you value?
What exactly do you want to do with your life?
What do we do first?
What is the most important thing to take care of immediately?
How do we address several things at once?
What’s next?
What do we need to take care of in the future?
How do we prepare and adjust for life changes?
Keep yourself up to date
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