Not exactly, and no.

My specialty is friendly tax education and support.

I’m self-trained - and have been doing this work for over 11 years! My specialty is making taxes doable, and even fun, for everyday people. This includes a focus on the fundamentals of taxes and number tracking, and how to set up systems that work for you.

Sometimes clients will still need a tax specialist. My goal is to set you up with a solid foundation of understanding, so you can be more confident and clear when meeting others for guidance or advice.

Sort of yes, sort of no. Most coaches will work you through a training program, or methodology. They often sell packages, and can sometimes make promises for results.

My services are 100% customized to each person. I listen to what you need, and offer you what makes sense. Sometimes this looks like therapy - witnessing, validating, new stories. Sometimes it’s doing work together - typing out new policies, working on your website. Or sometimes it’s friendly guidance - like how to get licensed or file tax forms.

I do not make any promises about results. I do promise to give you full presence and that you’ll gain at least one major help from each consult - whether it’s a new way of thinking or we get something done. I aim to bring you relief, excitement, movement!

It’s eclectic! Mostly it’s from reading, and life experience. Since I was 15, I’ve been reading books about psychology, business, personal and professional growth. (I have a list somewhere with 400+ titles.) I also have degrees in Education and Art. I’ve worked over 40 jobs, ran our household including taxes and money, raised our kids, worked on our remodel.

Through all of this, I’ve been studying, “How does a person live well?” “How can we set up our lives to promote wellness, joy, and our health?”

When I wrote the book, I did a lot of extra research about business and taxes and had an Accountant and Lawyer review it - which firmed up a lot of my knowledge.