Elder financial planning

Peace of mind through financial clarity.

38 years
As a Certified Public Accountant

21 years
As a Financial Planner

400 articles
Published on financial savvy

An outside view of Tracy's office building.

Welcome

Whether you’re thinking about retirement, going through a divorce or planning needs for your later years, preparing your finances are a vital piece of the puzzle.

My name is Tracy Stewart, and no matter where you find yourself on life’s journey – I want to help you get your arms around your money. It’s important to fully understand the dollars and cents behind all of those big life decisions. When you know the ins and outs of your money, you’ll be empowered to live life on your own terms.

Through conversation, analysis and real-world advice, we’ll work together to develop a picture of your finances and a plan to reach your goals.

Recommended by Clients

She is very professional in her approach, confidentiality is of utmost importance to her and we are very happy with her services. Tracy is very interested in assuring that her clients have a basic understanding of the financial world. She is an excellent teacher."

R.M.

About Tracy Stewart CPA

I'm more than just another bean counter ... I know there's nothing scarier than moving through life with a cloud hanging over your finances. My goal is to work with you to gain a deep understanding of your money, pursue your goals and find peace amidst wherever you are on life's journey. Read more ...