My 9SimpleSteps are a straightforward system to: Encourage, Equip and Educate you.
This site, and especially the Blog, are educational resources for people who want to think clearly about their future financial welfare. It is a place to learn about financial planning principles and take control of your life. As a CERTIFIED FINANCIAL PLANNER (tm) professional, I would like to become your partner in planning for your present and future financial security. As an ENROLLED AGENT (EA) I can also represent you before the Internal Revenue Service or prepare your tax returns.
Let's determine the risk and value of your investment and tax strategies. Simple? Not really. Simple to state, simple to read but more difficult to follow with discipline. Think of these steps as a staircase - an integrated whole. Let's begin together.