...but there's more to me than titles. I’m also a wife, a mom, a Nana, a daughter, a big sister, an unrequited chef, and owner of two successful businesses: Fox & Co. Wealth Management (d/b/a of Milestones Financial Planning, LLC).
and Fox & Co., CPAs, Inc.
. One thing I've learned in 35 years advising people
about tax and money strategies is that nobody
has all the answers when it comes to finances and everybody has some kind of guilt about money. That includes me – we've
all blown it at some point, right? What’s important is getting straightened
out and back on track.
Simply put, we make planning, investing, and taxes meaningful, relevant, and understandable. We even try to have a bit of fun in the process. Our offices are typically cheerful, with plenty of high-quality chocolate to smooth out the rough patches. We greet clients with a hug and we try to deliver one to out-of-state clients at least annually.
Getting back on track
means having a plan – for today, tomorrow, and far into the future. My mission
in life is to help you make the right kind of plan. It’s a much shorter,
less complicated conversation than you might think. I invite you to have it
with me, without cost or obligation.
In the meantime, I invite
Sign up for our newsletter here, or
Schedule a free initial consult here.
No matter where you live, you
can meet with me from the comfort of your own living room. Email me directly or call (270) 247-0555 to learn more about how we can help you regain control of your financial destiny.