Frequently Asked Questions

How do I know I can trust you?

I would never trust somebody based purely on what is written on a website. Neither should you! Opening up your personal financial affairs to a stranger can be scary. My hope is that my website has given you some comfort about who I am, what I do, and how I work. Although you will not know this until you work with me, my honesty and integrity are my greatest strengths. More than anything else, my spiritual compass is what drives me.

Additionally, my CPA certification is an outward symbol of trust and professionalism. It binds me to a standard of ethics and rules of professional conduct that require the highest level of integrity. I am a member in good standing of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), and the American Association of Daily Money Managers (AADMM). Each of these organizations has its own rules and ethical requirements to promote high standards within its profession.

What is the first step in getting started?
Fill out the form on the Contact Me page or give me a call at 281-968-1834. I offer an introductory one-hour consultation free of charge. This consultation will allow us to get to know each other and discuss the services to be performed in more detail.
How do I prepare for the introductory consultation?
Look over my website and understand the types of services offered. Think about how I can help you or your loved one the most. Be ready to ask questions. Our meeting will be an informal conversation and exchange of ideas. If you decide to work with me further, I will issue a formal engagement letter that lays out the details and terms of the services to be provided.
How do you price your services?
I charge an hourly rate that varies based on the details of the services to be performed. This rate will reflect the fact that I am offering Daily Money Management services instead of more traditional CPA services, such as tax, retirement, and/or estate planning. We will discuss pricing for your specific services during our introductory consultation.
Can I continue to use my own financial and legal advisors?
Absolutely! I am happy to work with your existing financial advisors, attorneys, tax accountants, and/or other advisors as the need arises. Engaging me does not take the place of these professionals. My services are specifically designed to assist with more routine day-to-day financial affairs.