Personal Financial Services
We are proud to offer a few very important financial services to everyone and anyone. We believe that one of the most important things we can do for ourselves is to learn how to properly handle our personal finances. Not being able to sleep at night because of financial worry, not being prepared for an emergency, or being harassed by daily collection calls can not only frustrate you and take away your joy, but it will also distract you and not allow you to be your best.
If you need help understanding how to properly manage your personal finances, if you are in a situation financially where you feel there is no hope, or if you just want to be proactive about your future, we can help.
Please see the services we provide below and give us the opportunity to help you gain control.
Personal Financial Coaching
If you find yourself in a position where there is more debt than income, where collection calls are happening daily, you feel like your personal finances are beyond repair, we can help.
The number one cause of divorce in America is money. We understand what it's like to lose sleep, fight, feel like money (or lack of money) is controlling you. We also know how feeling desperate can lead to bad decision making such as borrowing more money, visiting pay day lenders or ignoring your creditors all together.
With our personal financial coaching services, we will sit down with you and teach you how to properly manage your finances. Through budgeting, debt elimination, dealing with creditors, and emergency savings, we will walk you through your specific situation and give you the knowledge, a plan and the tools to help you succeed.
It is important for you to understand that we do not sell a product here. We are not licensed to sell various types of insurance of financial products. This is a 'you specific' service to help you get out of debt and properly manage and understand money. We offer this service because we understand. We were in debt, made poor choices, and created a situation that caused a lot of stress in the home and in our marriage. We have beaten this and have a feeling of ease and freedom. We want to help you feel that same freedom.
Email us at
smoothsailingfs@comcast.net and we will send you an information packet. Once you receive that packet, we will schedule an introductory free meeting to discuss your needs and how we can help you get control again.
Personal Income Tax Preparation
If you file an individual or married filing jointly tax return, we can provide our tax return preparation service at a low cost of $50. What you will recieve is a pdf copy and a paper copy of your return. We can offer e-filing services, however, we will need to add the cost of this service ($35 for a standard 1040). There is no e-file cost if you simply want the paper/pdf copy.
For more detailed returns (multiple itimization) or business returns, we ask that you email or call for a quote. The cost of the return does depend on the time involved to prepare.
Call: 360.318.5074
Will & Estate Planning
If you live in Washington State, we can provide will and estate planning services. Having a will and a plan is one of the most important things you can do for your family. Through a step-by-step approach, we can provide you a notarized will and estate plan.
Documents that are included in this plan are...
Living Will
Estate Plan
Power of Attorney
We will also help you set up your financial statements, personal planning information and a document for your family members that provides all the vital information necessary for them to have.
Upon completion, this package will include signed and notarized originals, one paper copy of each document, a CD that includes a PDF version of these documents, as well as instructions for family members.
Call: 360.318.5074
Email: smoothsailingfs@comcast.net