Approach your financial future with thoughtfulness and intention. Clarity can help you frame your choices, understand your options, and get started on your path to financial independence. You choose the direction; we help you find the way there.

Free Presentations

Please join me in person for these upcoming free presentations :

“The Better-Than-Nothing Estate Plan” on 5/12/2025 at 4:00 p.m. at the Millbrae Public Library, and

“Your Financial Golden Years” on 5/22/2025 at 11:00 a.m. at Atherton Library

Free Tax Assistance for 2024

IRS VITA Program

If your income is $67,000 or less, or you’re disabled, or you speak limited English, IRS-trained volunteers can help you. Find a location here.

AARP Foundation Tax-Aide

You do not have to be old, or poor, or an AARP member to use this service. There are some limitations, though. Here’s more info.

Doing your own taxes this year?

Download my new “Tax Return Checklist for DIYers.”