Our personal Wealth Management Services provide comprehensive, highly personalized financial planning built on a deep understanding of your goals, time horizon, real world risk tolerance and desired outcomes. Carefully constructed, diversified investment portfolios are customized to fit your needs. We provide global investment strategies that can be selected and deployed to meet your unique objectives both in the short and long term outlooks. We are fee-only, meaning our services are objective and always in your best interest.
We have developed financial planning packages uniquely suited to your own life journey. We emphasize planning areas based on what is most important to you.
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Stapp Accounting Services, PLLC also offers our exclusive iBoss service for those wanting an all-inclusive personal financial assistant package for themselves or a family member. For an affordable, monthly fixed fee, we will take care of your personal accounting tasks – including paying your bills, balancing your checkbooks, tax planning, and producing a monthly recap of your income and expenses. All activity is facilitated online through our advanced web-based and mobile platforms, offering ultimate convenience for you.
Even if you are not a New Year’s resolution maker, it’s likely that at some point in your life you’ll want to adopt healthier or more productive habits. When you do want to make a change for the better, consider trying the following tips from lifehack.org to increase your chances of making your new good habits stick:
The start of a new year is like a universal pressing of the reset button where we assess what changes/resolutions we’d like to make to improve our lives and careers. Short on ideas? We offer 5 easy resolutions that you can implement today to help make you more creative, productive, and generally more content personally and professionally.
At the start of a new year many people analyze how the previous year went. Since many people try not to dwell on the past too much, this thinking quickly shifts to what changes can be made in the new year to make it better than the last year. Well, here are 5 of my ideas that I think can help make your next year better and possibly save you money at the same time.