WHERE ARE YOU TODAY?
WHERE DO YOU WANT TO BE?
HOW ARE YOU GETTING THERE?
These are just a few of the questions you address in the financial planning process. Lenore Lord Phillips is a Certified Public Accountant with over twenty years of experience in accounting, tax services, financial planning, retirement planning and business consulting. Click here for services offered.
Her philosophy is to help people get from where they are to where they want to be. Her desire is to help small businesses with business planning, retirement planning and estate planning. Her motto is: “Your Success is as important to me as it is to YOU”.
Lenore Lord Phillips, CPA is a QuickBooks ProAdvisor. She believes that only by knowing where you are today (having a record of the things you own, the things you owe, the amount of money coming in and the amount of money going out), can you determine where you want to be and how you are going to get there.