The Couples Financial Coach
Helping couples who love each other make sure money talks don't get in the way
Helping couples who love each other make sure money talks don't get in the way
Helping couples who love each other make sure money talks don't get in the way
33071
Juris Doctor: Duke University School of Law; Master's in Tax Law: New York University School of Law; Bachelor of Arts, Economics and Political Science: University of Miami (FL)
(1) Volunteer Income Tax Assistance, Tax Preparer: I prepared tax returns for low-income individuals and families. I also coordinated an additional site where volunteers prepared taxes for individuals with developmental disabilities and/or suffering from mental disorders who were being trained to enter the workforce. (2) Wills Drafting Clinic, Will Preparer: I worked with indigent families to make sure their wishes could be fulfilled even upon death or incapacity. This involved learning and understanding their needs, explaining relevant concepts to them, and construct appropriate documents including wills, living wills, and powers of attorney. (3) YMCA, Mentor: I co-mentored a group of at-risk youth, teaching them resiliency, communication, mindfulness, and other skills through research-backed curricula. (4) Chilis on Wheels, Organizer: Bay Area organizer focused on corporate, community, and volunteer outreach. Empowering people to play their part in the fight to end hunger and homelessness.
By clicking submit, you agree to our review policy, privacy policy, and terms and conditions.
There are no reviews yet. Be the first one to write one.
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals, personal finance blogs and podcasts may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Leave a Reply