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Dollars and Sense's mission is to
provide individuals and corporations with affordable, convenient and
comprehensive tax and financial planning services. We
specialize in retirement and education planning, securities, wealth
management, budgeting, forecasting, property analysis,
incorporation, consulting and other financial services.
We also offer securities and
investment products such as mutual funds and IRA's.
Our business style is founded on the
core values of mutual trust, honesty, integrity and a philosophical
commitment to a balanced approach to maximizing quality of life now
and in the future through financial planning.  We
work by appointment only, to ensure your convenience and provide
plenty of time for us to focus on your situation. A foundation of
mutual trust is critical for establishing a business relationship
that will help us realize your goals.
We also guarantee our services. If
you are not completely comfortable or are dissatisfied with our
services for any reason, you will not be charged for the
appointment.
Caroline
Murphy, founder and owner of Dollars and Sense tax and
financial planning services, earned her Series 6 and 63 Securities
Licenses and is a Registered Representative with HD Vest, a
subsidiary of Wells Fargo. Caroline is a Registered and Bonded tax
professional in California (CTEC A041332). She is currently working
towards her Certified Financial Planner (CFP) designation, a
prestigious and rigorous course of study and certification.
Caroline
Murphy, Owner
Dollars
and Sense
caroline@dollarsandsenseinfo.com
Phone
831-251-4183
Fax
831-426-2823
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