Your Personal CFO: 

Provides Advanced Planning

- Tracks your personal "Big Picture" financial summary

 

- Aligns your investments with your goals

 

- Conducts your Advanced Planning

 

- Can prepare your taxes

 

- Recommends outside professionals and attends those meetings

 

- Is available year round to participate in your financial decisions

Provides Advanced Planning

- Tracks your personal "Big Picture" financial summary

 

- Aligns your investments with your goals

 

- Conducts your Advanced Planning

 

- Can prepare your taxes

 

- Recommends outside professionals and attends those meetings

 

- Is available year round to participate in your financial decisions

© 2018 by Griffiths, Dreher & Evans, PS, CPAs

Washington State Registered Investment Adviser