Coastie Tax & Financial Planning, LLC, Aka Coastie Financial, LLC

Our company motto sets the foundation for everything, including the process of onboarding a new client. We try to provide as much information of ourselves as possible on the front in through social media and filling out forms such as this so that we can focus on the client from the beginning. Remember our motto? Start with the end in mind. That will be one of our first questions about you. Where do you want to end, not begin, right? I'm a firm believer in setting goals, saying them out loud, and being held accountable for achieving them. We'll never give up on a client... we work hard!  

Master of Accounting, North Carolina State University 2016

MBA-Finance, NCSU; BSBA-Finance, ECU

Certified Government Funds Manager (CGFM).  Worked as a licensed insurance agent and securities broker for Edward Jones Investments and Fidelity Investments. 

QuickBooks Online expertise.

Registered Tax Practitioner with the IRS and authorized electronic return originator. 

This is a tough question because we offer many different service lines. For taxes, we do it much different than other firms. We don't bill by the hour. We don't bill by the form. We take note of the initial information provided and give you a range that has a CAP!  You will not pay more than the cap.  Bookkeeping, on the other hand, is hourly, but it depends on which employee is doing the work and how complex the job is. If you visit our social media sites including our booking page, you will see that we are as transparent as possible. 

Coaching is normally at a lower rate and generally ranges from $59 - $89 per hour, depending on the nature of the coaching. We always have a two-hour minimum, but no obligation afterwards... but of course we want to see you achieve your goal(s) so I expect we'll have more than one day of training. 

I started working at my grandparent's hardware store in a small town in NC when I was tall enough to see over the counter. Not long after, I ran the register all day because I really didn't know much about hardware anyway. I think dealing with other people's credit, their businesses, and simply working with cash and credit cards taught me valuable lessons. It gave me the entrepreneurial spirit. Coastie Financial, LLC may have opened just two years ago, but it has been in the works all my life. My mother is also a business owner. 

I have advised customers of all ages and financial situations, predominantly through experiences at Edward Jones Investments, Fidelity Investments, Teaching business and personal finance classes, and providing training and counseling to thousands of Coast Guardsmen and Women as a certified Command Financial Specialist in the U.S. Coast Guard. 

Inquire about their experience, education, the type of software they use and why, and finally what cybersecurity measures are in place to protect your personally identifiable information.

Customers should find out the details. Google the "pro" and see what you find. After you have checked on their credentials, you should call the pro. That is the best way to learn about their services and it also positions the pro an opportunity to set expectations with regard to what can or cannot be done. We will not attempt something we do not have experience in. How embarrassing would that be! Otherwise, you'll want to know the who, what, when, where, and how of the new professional relationship. We like to give our clients an opt-out after our first meeting so they don't get hustled into a long-term commitment when neither party knows for sure if it will be a good fit. So, do your due diligence and everything will work out just fine.