About Tracy - Tracy Stewart, CPA

Life has a funny way of keeping us on our toes, doesn’t it? Try as you might, there’s just no way to pin down what adventure you’ll find yourself on tomorrow.

Sometimes, the universe hands us the unexpected and we’re forced to make tough decisions about the next leg of our journey. And while it’s hard to plan for every conceivable twist and turn life may throw our way, it’s in these moments you need a trusted confidant to help make heads or tails of those hairy decisions (and the dollar signs behind them.)

You need an adviser on money and life.

I’ve worked with people from all walks of life in sorting out the dollars and cents behind some of life’s most demanding and complex plot twists. I work with clients to help them answer the questions they never even thought to ask about their money and finances.

Whether it’s navigating the choppy waters of divorce, reacting to a transition from a relatively healthy active adult to an adult with a serious illness, or running a forensic analysis of your finances to build a detailed picture of your separate assets, I can help you come up with a plan for the needs of today – and the goals of tomorrow. Being prepared isn’t just for the boy scouts, you know?

It can be overwhelming to sort out the financial implications for all of life’s unpredictable twists and turns. The truth is: We don’t come programmed with all of the data and skills to just “wing it” either.

Don’t leave your future to chance – pick up the phone, send me an email and reach out for advice to help you take the next step on your journey.

What questions do you have about your money?

Take a moment to fill out the short form below, and let me know how I can best help you.