We are help you save money.

 

Lottie Tai, CPA

Growing up, my parents always talked about finances, the best way to save, and make money grow. We didn’t have much, but what we did have, we always invested to ensure there would be enough for the future. Over the past 7 years, I’ve developed a blue print on how much should be in each account, and how to budget and save. My goal is for everyone to at least be aware of the basics and feel more confident in their own future.

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