Who We Are…
DLJ Wealth and Tax Services is a wealth creation organization focused on helping small business owners and individuals build and protect their wealth and lifestyles. This is accomplished through three foundational pillars: financial services including asset management, tax planning and tax preparation services, and profit & operational improvement coaching for small businesses with fewer than 100 employees.
The organization is comprised of two distinct entities, DLJ Wealth Services, LLC and DLJ Tax Services, LLC, to meet our legal and regulatory requirements. The integration of the three disciplines into these organizations was created to provide clients with a fully comprehensive financial overview before developing strategies for cash flow, tax minimization and investment management. While the two businesses are distinct, the combined effort provides a more complete framework to help our clients build their wealth and live the life they desire.
DLJ Tax Services is a small organization providing personal attention to clients from offices in Appleton, WI and Dawsonville, GA. Our goal is to help our clients grow their wealth in a manner that fits their specific needs and put them in control of their future.
As a Profit First Professional, Tax Planner and Wealth Advisor, I am trained in disciplines that impact everyone’s financial situation. Alone, they only partially address an individual’s or business owner’s needs. Together, they enable me to help you plan appropriately and keep more of what you earn – now and in retirement.
As clients move through the wealth accumulation phase (their working or business building years) to the income distribution phase (the retirement years), I make certain each phase incorporates both a strong offensive and defensive strategies. This is key to creating the lifestyle you desire and keeping more of what you earn.
No one size fits all financial strategy for my clients. Each client’s resources, needs and goals are different, so each plan is personalized accordingly.
How I Get Paid…
It depends but I want to be transparent.
My financial advisory clients typical pay an annual percentage of 1% of the assets under my management and platform fee of.03%. This fee is broken down and charged monthly and deceases as asset values increase.
Business coaching client can elect one of three coaching programs for an monthly fee ranging from $400 to $2000 per month. This includes the profit assessment, financial review, business plan review, monitoring of plan progress, etc. Depending on the program selected tax preparation services and other services are included.
Tax clients pay for their tax returns based on the forms necessary to complete their return and includes a complimentary financial overview plan
Occasionally, I accept commissions on smaller accounts and for insurance products. My goal is to keep my pay in alignment with your financial success.
- Over 15 years of experience as a wealth advisor and financial planner
- Series 7 & 66 securities registration
- Accredited tax preparer
- Life, Health Variable Annuity Insurance Licensed
- Former technology business owner
- Former City Alderman
- Mother of three children
- Community Group involvement
- No B.S. Insider Circle
- Appleton Alliance Church
- eWomen Network – Atlanta
- Alpharetta Business Association
- Dawson County Chamber of Commerce
- Forsythe County Chamber of Commerce
- Fox West Chamber of Commerce
- Women in Management
- Women in Technology -WIT
- Sly Fox Ski Club
- Tanners Bicycle group
- Peachtree Curling Club
When I am not helping people secure their future, you will find we outdoors hiking, Nordic skiing, cycling, kayaking, curling, gardening, or enjoying outdoor concerts and theater