Educate and empower
We work with individuals and families to learn about and better understand their finances. Our services range from planning and preparing income taxes to comprehensive financial coaching.
“It’s always a pleasure being able to conduct business with someone who genuinely cares about his client’s best interests.”
Personal finance services
Tax planning, preparation, and filing
Income taxes and the impact of your financial decisions should be a year-round consideration — not just nearing April 15th. When it's time to file taxes, it can be too late to reduce what you owe.
We help our clients make tax-conscious moves throughout the year like adjusting tax withholdings from paychecks, optimizing retirement savings, and contributing to health savings accounts (HSA) or flexible savings accounts (FSA, DCFSA).
When it's time to prepare and file taxes, we sit with our clients to review all information and identify all potential deductions and credits — opportunities to save money.
Our human involvement can result in deductions often missed by DIY software like TurboTax and H&R Block. We can also review tax returns from previous years and potentially correct errors or missed deductions that could lead to a refund and money back in your bank account.
Notary
A notary is a third-party witness to the signatures of a document and is responsible for validating the fact that all parties who signed the document have proof of identity and signed the documents willingly and under their own power.
The most common documents we notarize include proof of income, contracts, defensive driving certificates, wills, and power of attorney.
Document notarization costs $10 plus $1 per additional document (the state of Texas sets these rates).
The notary process typically takes 15 minutes or less and should be scheduled by appointment.
Personal financial coaching
Preceding Point closely collaborates with and highly recommends Houston-based financial coach Chris Fohlin.
Chris Fohlin works with individuals, couples, and self-employed professionals seeking to improve their personal finances. From getting organized to building wealth, Chris Fohlin works with clients in all phases of their journey.
NEXT STEPS
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If you want to learn more about how we can support your personal financial needs and goals, please schedule an appointment to visit and share more of your story with us.