What We Do For You

Providing the Compass to Your Financial Future

Carla Campbell CPA CFP® has over 20 years of experience working with affluent clients. Success should be managed responsibly and diligently. Carla works with each client setting a course for continued financial success. Discussion points may include:

• Developing sound financial goals and timelines
• Life planning - advice during transitions such as job and family status changes and eldercare
• Determining your personalized asset mix to grow and protect wealth
• Understanding risk tolerance and the relative expected rate of return
• Determining which investments* to own in tax free, tax deferred and taxable accounts
• Analysis of employee stock option plans and investment* of the proceeds
• Tax planning to maximize what you keep
• IRS and CA FTB representation
• Creating a retirement plan, and income distribution planning
• Consolidating accounts
• Estate planning and beneficiary choices
• Understanding insurance - what type and appropriate amount (including life, long-term care, disability and even property, casualty and health insurance)
• Creating a sustainable family budget and emergency fund
• Evaluate leasing vs. buying vehicles
• Mortgage refinancing analysis