Consulting Services

Please stay tuned as I update this page. If you have any questions, please email me.


I strongly believe that there is a void in the financial services world that tax preparers, financial planners and wealth managers don't fill. I hope to provide a variety of consulting services that target exactly that.

Please note that all services are offered in a workshop format, with take-home information that will empower you to take charge of your personal finances.

Property tax appeal: Should you appeal your property taxes? After researching if you should appeal, we will discuss the two items can you base your appeal on. We will work on choosing robust comparable properties, and also making adjustments to bring them to the same comparable standard. The one hour workshop will be rigorous (working knowledge of excel required) and help you gain confidence to do your own appeal. Included will be a follow-up where I can review your appeal prior to submission.
Note: Rates vary for 0-3 bedroom condos in buildings with 50+ units and all others (including smaller building condos, single family homes, 3+ bedrooms)

A personal finance health-check: Are you financially savvy? Are you reading your credit card bill? Your investment account summary? Your electric bill? Your property tax bill? What do your restaurant, department store and grocery receipts tell about you? We will also apply the important question: Do it Yourself, or hire a Professional to many situations (from running errands, mowing your lawn, house cleaning to doing your taxes). Finally, we will discuss where you can reduce your expenses and build some savings. A fun 45 minute one-on-one workshop.
Note: This will be tailored to the person taking the workshop and content will vary.

Disclaimer
I am a Chartered Financial Analyst (CFA). I am a personal finance consultant and advocate for financial education, but not an investment adviser, financial planner, CPA or tax attorney. This is a personal blog and all content is my opinion and not a solicitation or recommendation to invest in any securities or services. I am not affiliated with any financial company or broker dealer. Although I do consulting work, I do not receive compensation from any company that I mention in my blog. Information provided is deemed to be accurate, but consultant does not assume any liability for services rendered or information provided.