Julie W. Butler, CPA

Personal Financial Planning & Income Tax Preparation

Helping you realize your dreams

 

Personal Financial Planning

Our journey through life is filled with a wide range of options, but no matter what choices we make, many of them are bound to be expensive as well.  When we start out, our financial lives may include paying off student loans, rent and car payments.  As time goes on, we often face larger responsibilities including marriage, children, and buying a home.  Eventually, many of us would like to pay for our children’s education and weddings and still manage to retire with a certain degree of comfort.  Perhaps you may even want to purchase a second home or plan for that vacation you’ve always dreamed of. 

Unfortunately there are also the unexpected events that nobody likes to think about but are nevertheless just as important to plan for.  Determining how large your emergency fund should be, how much life insurance to purchase or whether long term care insurance is right for you can be complicated decisions.

Our pay stubs tell us exactly how much we’re paying in various taxes, but how do we break down the rest of our income to be able to juggle it all?  There’s no single formula that works for everybody but I can help you map out a plan to make sure your personal top priorities are met. 

As a fee only financial planner I can help you make these difficult and stressful decisions and show you how to implement your plan to ensure your future financial security.  I offer the following personal financial planning services:

¨ Budgeting and cash flow management

¨ Education planning

¨ Investment planning

¨ Retirement planning

¨ Tax planning

¨ Comprehensive insurance review

¨ Special projects

¨ Free basic plan for clients’ children upon graduation...the earlier you get started the easier it is to obtain financial security

 

There is no charge for your initial consultation.  Evening and weekend appointments are available.

Julie W. Butler, CPA

517 Route 22

Pawling, NY 12564

Phone:  (845) 350-0178

Fax:  (845) 350-0152

E-mail:  contact@jwbutleraccounting.com