Applied Advisor

Fee-Only Financial Planning
Kathy Hentges, CERTIFIED FINANCIAL PLANNER™

Utilizing a pay-by-the-hour, fee-only structure Applied Advisor can address your financial health and well being with services that include tax preparation, retirement planning, investment selection, asset allocation, debt reduction, cash flow management, tax planning, education planning and more.

Click on Our Services to learn more about financial planning fees and services.

It is increasingly difficult for individual taxpayers to prepare a basic tax return much less when things get more complicated. CPAs are expensive while big box tax chains are staffed by seasonal workers. Allow Applied Advisor to offer an alternative. Our tax preparation fees are less than most CPAs, yet your return is prepared by a full time financial professional and C.T.E.C. registered tax preparer.

Attention California Registered Domestic Partners: Beginning with the 2007 tax year you must file as a married couple on your state tax return only. Kathy Hentges, CFP® has been working with domestic partners, registered or not, since 2003.

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Last modified: January, 2008

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.