STACI'S ANSWERS TO Frequently Asked Questions

I advise both small businesses at all stages of development, as well as individuals (from busy professionals to aging retirees). 

I've spent over 25 years performing financial analysis (and created lots of Excel spreadsheets!) including roles at public accounting firm PricewaterhouseCoopers, large corporations, non-profits, and small businesses. In addition, I've devoted many hours of my adult life to managing my mom’s financial affairs, including the creation of spending analyses and budgets as well managing her bills and creation of estate planning documents. 

Additionally, I serve on the boards of two nonprofits: I am Treasurer at Fox Meadow Neighborhood Association as well as Vice President of Website and Technology for the Fox Meadow Elementary school PTA. I am also a volunteer consultant with The Acceleration Project, a non-profit that accelerates small business growth by empowering under-resourced entrepreneurs in order to create a more inclusive economy. 

I am qualified to prepare your tax return but it is not the sole focus of my practice. I will review your investments as part of a financial needs assessment and would be happy to refer you to investment professionals should we decide it's time to make changes.

I will discuss life insurance with you as part of a financial needs assessment, but I am not licensed to sell you a life insurance policy. I can refer you to professionals that will sell you those policies.