Financial Planning

Financial planning is creating a written plan to achieve your financial goals.

Creating a written plan is important if you are close to retirement or if you have a complicated financial situation.

We provide comprehensive financial planning services through our main financial planning company Beacon Financial Advisors.

Kristine is a CPA and and Certified Financial Planner and provides financial planning services on an hourly, fee-only basis.

To learn more about fee-only financial planning, please visit Beacon Financial Advisors or contact Kristine to setup a complimentary introduction meeting.

Financial planning is creating a written financial plan to achieve your financial goals... Read more

Financial Consulting

When you have financial questions but don't need a comprehensive financial plan... Read more

Do you worry that you're paying too much income tax? Read more

Free and paid teleclasses are offered periodically to help you reach your financial goals... Read more

Ebooks and special reports to help you keep up to date on personal finances and taxes... Read more