Employee Withholding IssuesIs your employees’ withholding still wrong? Even employees who used the new W-4 may still have the wrong amount of FIT withheld from...
Financial Intake WorksheetHi. I'm Michelle. I first starting working in personal finance in 2014. I was an Army Civilian employee and we had some awesome resources...
Tax Prep ChecklistDownload my tax prep spreadsheet to make sure your gather the correct documentation. It shows documentation for Business and Personal...
Resilience Assessment for the Personal Finance ConsultingThis is a tool to self-assess your financial resiliency. Once completed, my job is to help increase your resiliency through different...
Cutting costs: maximizing resultsThis is your blog post. Great looking images make your blog posts more visually compelling for your audience, so choose media that really...
10 ways to engage with your clientsThis is your blog post. Blogs are a great way to connect with your audience and keep them coming back. They can also be a great way to...
How to stay organized at workThis is your blog post. To really engage your site visitors we suggest you blog about subjects that are related to your site or business....
Ways to improve client communicationThis is your blog post. Blogs are a great way to connect with your audience and keep them coming back. They can also be a great way to...