Washington, DC - Phoenix, AZ
ph: 202-386-6224 / 602-912-5726
fax: 202-370-6403 / 602-912-5728
Contact us by Email
Mimi Stansbury
JD, CPA/PFS, CFP®, CDFA™
Whether you plan to buy your first house, a vacation home, a new car, or just need to manage your credit card debts, we can review your current financial situations and develop a plan that will help you reach these financial goals.
We believe that budgeting is one of the first steps to financial success.
Our budgeting plan involves:
Using our balanced and comprehensive approach to financial planning, we will incorporate the investment and tax optimizing strategies into your budgeting plan to help you meet your long-term financial goals.
We can help you manage your credit card and other debts by developing a debt amortization plan that takes into account the various interest rates and account balances.
Combined with the budgeting plan above, we can help you improve your credit score over time by:
Once the plan is in place, you can look forward to a manageable lifestyle and start saving for the future.