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Managing money well isn’t just about what you do right—it’s also about avoiding the wrong moves.
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A financial catastrophe doesn’t always come with a warning. A job loss, medical crisis, divorce, lawsuit, or business failure can unravel years of progress in a matter of months.
Financial advice is everywhere—apps, podcasts, social media, even coworkers offering “what worked for them.” But when it comes to navigating taxes, long-term planning, and business decisions,
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Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.
Melinda Handy, CPA
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