Financial Planning ~ Investment Management ~ Income Tax Preparation Your financial life is complicated. Marriage, buying a home, kids, college educations and retirement savings all pull at you from different directions. Throw taxes into the mix and it can all feel quite overwhelming at times. No wonder money is the single biggest source of stress in most marriages. As a financial planner I can help you derive a plan that fits your individual needs. As a CPA, my tax-planning experience ensures this critical component of financial planning is considered in every decision.