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Dollars and Sense's mission is to
provide individuals and corporations with affordable, convenient and
comprehensive tax and financial services. We
specialize in retirement and education planning, wealth
management, budgeting, forecasting, property analysis,
incorporation, consulting and other financial services.
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 services.  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 services, earned her Series 6, 63 and 65 Securities Licenses.
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 is also an
experienced investment Realtor, registered with the Department of Real Estate
of California, # 01760162, American Dream Realty. She specializes in commercial and first time home buyer programs. More
information
Caroline
Murphy, Owner
Dollars
and Sense
caroline@dollarsandsenseinfo.com
Phone
831-251-4183
Fax
831-426-2823
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