Personal Finance Coaching
Tax Prep Process
Client Checklist & Worksheets
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Amended Returns Status
Tax Due Payment Options
Pay Your Tax Prep Invoice
Home Loan Center
Home Loan Process
Financial Coaching Center
Financial Coaching Process
Meet Our Team
Frequently Asked Financial Questions
This page was created to give you answers to common personal financial questions we receive.
click on the question
and you will be taken to the answer.
if we can help clarify anything!
What if my credit isn’t good enough to get a credit card? How do I build my credit scores?
Should I payoff my mortgage, or invest instead?
Should I contribute to a 401k or Roth IRA?
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NMLS #: 276371 | CA BRE #: 01369552 | CTEC #: A165525