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How We Can Help You Take Your Next Step

Next Steps can help you identify ways to improve your financial picture and then implement the necessary steps to take you take you where you want to go. Our philosophy is that it is not our plan it is Your Plan. It is our goal to put together a plan that helps you to not just identify your goals but to MEET and, possibly, EXCEED them.

Getting Your Dream Car

There is a lot more to planning for the day when you work by choice and not by necessity than just a magic dollar amount.  Anyone who says that is all you need to know is not someone you need to know.

Our New Home

The financial change of buying a house does not stop when you get the mortgage.

College Fund

Do you know how much it is going to cost to put your child through college?  Turn this mountain into a molehill by examining your options—  especially the ones that help you spend less on college costs overall.

Schedule a Free Financial Assessment

Considering your “next step” and not quite sure where to place it? Or, do you just want to make sure you are making the right choice? Please feel free to reach out to us for a no cost, no obligation consultation.

Schedule Appointment

Current Projects

Helping fix a tax leak left by a lady with a penchant for other peoples pipes.

Helping fix a tax leak left by a lady with a penchant for other peoples pipes.

For this client, we are helping to put to rest a tax issue that was originally started by an employee who stole from our client.  Our goal for this project is to help minimize the taxes due.  We are applying our knowledge as a former IRS employee to pursue a favorable outcome for the client.

Making three jobs perform like one to help make life play beautifully like a masterfully-written symphony.

Making three jobs perform like one to help make life play beautifully like a masterfully-written symphony.

For this potential client, we are hoping to help coordinate work on the local school and university level along with a professional career and private studio.  This potential client is a musician who we hope to help arrange his financial and professional lives into a finely crafted symphony.

Turning a real dream into a real investment by using more heads than one.

Turning a real dream into a real investment by using more heads than one.

For this client, we are working on transforming one of her personal dreams (to become a real estate investor) into a reality using her current skills as a personal stylist to earn the savings to get started.

About Next Steps

I am a financial planner who helps clients transition through life financially while making sure their next step is the right one. I have ten years of experience working for the Internal Revenue Service. Now, I find a sense of accomplishment and value in my ability to help clients in their various stages of life and levels in their career path.

I enjoy working with people who have a variety of unique issues to be addressed like musicians and freelancers.

Learn more about me

  • CERTIFIED FINANCIAL PLANNER™
  • Enrolled Agent

It is Next Steps mission to try and ensure each client has the best tools, information, and resources available to us to make a truly well-informed decision in deciding where to place their Next Step.