About Allison
I’ve been a CPA for over twenty-five years. Seventeen years of preparing personal tax returns helped me recognize my passion for personal finance and helping people make wise and thoughtful financial decisions.
In the eight years that I’ve had this business, I’ve had the pleasure of working with so many wonderful people. I love my clients – they’re a fun and interesting group of people who genuinely care about being good stewards of their money and I’m so happy they’re willing to trust me to help them make progress toward financial wellness.
My Philosophy
Personal finance is my passion.
I believe that everyone can and should make informed, conscious and purposeful decisions around their money.
I believe that financial education should be available to everyone, starting with our youngest members of society.
I believe that the mistakes we make with our money serve to help us make better and smarter choices in the future.
I believe that money is not inherently good or evil but is simply a tool to help us reach our goals.
My Mission
My mission is to assist my clients in aligning their financial decisions with their values and to provide a friendly, confidential and non-judgmental environment in which clients feel comfortable discussing their personal finances.
Areas of Expertise
Financial Coaching
I help clients gain clarity, focus and direction around their money. Whether you’re looking to change bad financial habits or are just looking for more of a financial overview, I will work with you to identify your true priorities and come up with a reasonable plan to make progress towards all of your goals.
Divorce
As a Certified Divorce Financial Analyst®, I am trained in the tax and long-term financial consequences of decisions specific to divorce. Learn more about how I can help you navigate the complicated financial issues you’re facing in your divorce.
Starting Over
It can be overwhelming and lonely to suddenly be the sole person in charge of your finances, even for women who are financially savvy. Whether you’re newly single due to divorce or being widowed, I can help you get a handle on your finances and serve as a trusted guide through this transition.
Financial Wellness
I can work with you on creating and implementing a financial wellness program for your employees. I am also available to speak to groups on a wide range of topics of financial literacy, and can tailor my presentation to the needs of a specific audience.
What Can Financial Coaching Do For You?
Being a financial coach means I help people to take control of their finances and work with them to make conscious financial decisions. As a coach, I seek to gain an understanding of my clients’ values and goals, and I help the individual understand the consequences of the choices available to her in order to assist her in making financial decisions that align with those goals.
● Find a confidential and non-judgmental environment to learn how to make wise financial decisions.
● Organize your finances.
● Gain control of your financial life so you can sleep at night.
● Identify your financial goals and values.
● Treat your money mindfully and ensure it’s going where you want it to go.
● Use your money as a tool to help attain your goals.
● Become a good steward of your money.
Contact Allison To Get Started
Ways Financial Coaching Can Help You
Anyone who doesn’t feel entirely in control of their finances or who is looking for an overview of their financial situation from a trained professional could benefit from a coaching session. We’re raised in a culture that discourages talking about money, and as a result, many people are never taught healthy financial habits. Even worse, people are often afraid or embarrassed to talk about money, so they’re unable to find out the information they need to make the best decisions for themselves and their families.
Testimonials
Articles
I'm committed to educating people about their money. Catch up with some of my recent blog posts below, and reach out if there's a topic you'd like me to address.
The Pitfalls of Amazon Prime (or, Why Jeff Bezos Has All of the Money)
I recently had to advise a couple on an issue that I hadn’t faced before: out-of-control Amazon spending. This is a relatively new phenomenon in our culture. It wasn’t very many years ago that buying products off the internet was a new...
Why a big tax refund isn’t a bad thing
So I’ve been struggling for a while with the idea of discouraging big tax refunds. Every time it comes up, people get all fired up that they don’t want to give an interest-free loan to the government, which is, of course, exactly what a tax refund is. They’re...
Personal finance Q&A #2: dealing with income ups and downs
Q&A #2: Q: I’m struggling with managing my money. I’m self-employed and my income varies every month. When I work regularly, I make plenty of money to pay my expenses and pay down my debts, but the months I don’t work as much as I’d like to, I struggle to make my...
Personal finance Q&A #1: paying bills late
First ever Q&A! E-mail me with your questions! Q: I heard that companies like it if you pay your bills late. Is that true? A: Of course they like it! They can charge you crazy exorbitant interest and late fees if you carry a balance with them. What’s good for...
Freezing kids’ credit
When I started my business two years ago, one of the first things I was going to do and report back on was freezing my kids’ credit files. It had been on my mind for a while, ever since someone I knew personally had had an experience with her child being a victim of...
Adventures in credit freezes
Protecting your credit: Worst. Thing. Ever. Who wants to spend even 30 seconds thinking about how vulnerable we are to identity theft? Especially when no one knows what to do and it sounds like a hideously painful process to actually go through. It’s been in the...