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Office Hours
*Our physical Westlake office is open Monday – Thursday from 9:00 AM to 4:00 PM. Fridays are available by appointment only. Phone support is available beyond these hours, so please don’t hesitate to call.
*To ensure the best experience and any one-on-one needs, we recommend you pre-schedule for in-person visits. We’re also happy to arrange phone or Zoom/Teams meetings, which can offer additional flexibility.

Client Portal

Custodial Accounts for Kids

Jul 31, 2025 | Finances

Custodial Accounts for Kids: Understanding the Trade-offs of This Great Teaching Tool Many parents rely on piggy banks and birthday cash to teach kids about money. But more are now turning to custodial accounts – a hands-on way for children to learn about saving and...

Money Management Tips for Couples

Jul 14, 2025 | Finances

Money Management Tips for Couples Couples consistently report finances as the leading cause of stress in their relationship. Here are a few tips to avoid conflict with your long-term partner or spouse. Be transparent. Be honest with each other about your financial...

The Secret Life of Everyday Gadgets

Jul 7, 2025 | Finances

The Secret Life of Everyday Gadgets: What Your Devices Are Doing When You’re Not Using Them You put your phone down. Close your laptop. Step away from the smart speaker. You think you’ve hit pause, that the lights go out and the gadgets sleep. But no. The show...

Seasonal Jobs and Taxes: What You Need to Know

Jun 22, 2025 | Finances, Taxes

Seasonal Jobs and Taxes: What You Need to Know Summer work can be financially rewarding, but it can also come with tax consequences that are sometimes overlooked. Here are several ideas for managing your tax obligations that come with seasonal jobs. Keep it separate....

Springboard Your Summer Job into Valuable Experience

Jun 10, 2025 | Business, Finances

Springboard Your Summer Job into Valuable Experience A summer job is more than just a way to earn extra cash — it’s an opportunity to build valuable skills, expand your network, and set yourself up for future success. Whether you’re working at a local café, interning...