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Professional Advice Services

professional advice – services that help people make important life choices

(read more about Professional Advice)

  1. tax preparerI will help you prepare your tax return on-line at your convenience and for a fraction of what you would pay an in-person preparer.  If you need tax planning, investment or legal advice, I’ll help you get that too.  Reach me soon online. 
  2. will preparer – I will help you prepare a simple last will and testament that you can take to an attorney or complete yourself.  I can also give you information about more complex wills and trusts.  If you need more in-depth legal or other advice, I’ll help you get that too.  Reach me soon online.
  3. tax advisorI will take time to understand your financial situation and recommend the best tax strategies for you to follow.  We’ll talk on the phone when it’s convenient, but you’ll really like my on-line tools.  Tax planning isn’t just for the wealthy any more. 
  4. investment advisor - I will take time to understand your financial situation and recommend the best investment strategies for you to follow, even if you’re not wealthy.  Yet. 
  5. legal advisorI will give you high-quality, low-cost legal advice and help you select and engage an attorney if required.  I am fully trained and can be reached any time over the phone or on-line.  In some cases my services will be offered at no charge to you through your employer, your attorney, or other associations.
  6. e-therapistI will help you work through personal issues and problems in your life and to select and obtain other treatment as appropriate. This type of treatment is not appropriate for every situation, but can work well when used correctly.  Plus it brings help within reach of millions of people who today cannot afford it or for some other reason avoid in-person counseling.  Our sessions will be on the phone or on-line, and we’ll even use voicemail from time to time. 
  7. medical advisor – I will help answer questions about your health at your convenience, at a very low cost, and to select and obtain other treatment as appropriate.  I am fully trained and can be reached any time over the phone, via e-mail or on-line.  In some cases my services will be offered at no charge to you through your employer, your physician, your insurer, or other associations.
  8. disease management advisor – I will provide information and advice to patients with serious medical conditions.  Usually this will be an on-going relationship, with short phone conversations and scheduled on-line sessions.  These services, which will be bundled into your health plan, are available in some areas today, but they are about to get a lot more affordable
  9. spiritual advisorI will help guide you on your spiritual journey.  At first, it will be hard for us to develop a trusting and open relationship because the medium is unfamiliar, but the convenience, the personal attention, and the stirrings of your heart will overcome these barriers.