Personal financial services are designed to help individuals and households manage their money, plan for their future, and achieve their financial goals.
At Foxglove Financial Services, we offer a range of personal financial services tailored to your specific needs. Whether you need a comprehensive financial plan or just some advice on a particular aspect of your personal finances, we have you covered. Our team of experienced and certified financial professionals can help you with:
Financial Analysis
We can help you assess your current financial situation by reviewing your income, expenses, assets, liabilities, and net worth. We can also help you identify your financial strengths, weaknesses, opportunities, and threats, and provide you with recommendations to improve your financial health.
Financial Goals
We can help you set realistic and achievable financial goals that reflect your values, priorities, and aspirations. We can also help you create action plans to reach your short-term, medium-term, and long-term financial goals, and monitor your progress and performance along the way.
Financial Education
We can help you learn more about personal finance topics that interest you or affect you, such as budgeting, saving, investing, insurance, retirement, education, estate planning, or taxes. We can also provide you with resources and tools to enhance your financial knowledge and skills.
Financial Coaching
We can help you overcome any challenges or difficulties that may prevent you from achieving your financial goals, such as reducing debt or improving spending habits. We can also provide you with support and encouragement to motivate you and keep you on track.
Reasons to Use a CPA for Personal Finance
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Tax Preparation and Planning: CPAs are experts in tax laws and can help you prepare your tax returns accurately and efficiently. They can also provide strategies to minimize your tax liability and ensure you take advantage of all available deductions and credits.
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Complex Financial Situations: If you have a complex financial situation, such as multiple income streams, investments, or rental properties, a CPA can help you navigate the intricacies and ensure everything is properly accounted for.
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Audit Representation: In the event of an IRS audit, a CPA can represent you and handle all communications with the tax authorities, providing peace of mind and expert guidance.
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Financial Record Keeping: CPAs can assist with maintaining accurate financial records, which is essential for budgeting, tracking expenses, and making informed financial decisions.
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Estate and Trust Planning: CPAs can help with estate planning and setting up trusts, ensuring that your assets are managed and distributed according to your wishes while minimizing estate taxes.
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Retirement Planning: While financial advisors often focus on investment strategies, CPAs can provide valuable insights into the tax implications of your retirement plans and help you optimize your retirement savings.
Our personal financial services are billed as a flat fee, so you’ll know what the price will be right at the start. There are no hidden surprises. If something complex comes up that will require additional work, we’ll let you know in advance and discuss any additional costs before the work begins.
Get in Touch
If you are looking for a reliable, professional, and friendly personal financial service that can help you achieve your financial goals and dreams, look no further than Foxglove Financial Services. We are here to take care of your personal financial needs, so you can focus on your personal or professional goals.
Contact us us or book a meeting for a free consultation and quote!