Imagine reaching financial independence and then sustaining that wealth for a lifetime. Improbable? No, it is achievable when you build a wealth team that includes a circle of trusted advisors that help you achieve your goals and lifestyle that you want now and in the future. Dollars and Sense offers comprehensive tax, financial planning and investment planning services. Together, we develop a strategy for you that takes into account your financial circumstances, goals, dreams, tax status, risk tolerance, and considers your lifestyle, college, retirement and estate planning goals.

Dollars and Sense offers select individuals the opportunity to build their estate and net worth by focusing on three financial aspects:

• Careful tax decisions to achieve legal tax avoidance,
• Strategic financial investments based on personal financial goals,
• Legal strategies to protect and pass on your wealth.

We find ways to help you keep your hard-earned dollars and invest them wisely.

Dollars and Sense is a financial planning and tax strategy and preparation service. We offer tax, retirement, education, and elder care planning, risk management and so much more! We offer our clients multifaceted solutions to meet their growing financial needs.  We can help you plan for a dream vacation, or a new home, your children’s education, current lifestyle goals and retirement.

Dollars and Sense typically serves clients in the following geographical locations: Santa Cruz (home base), Monterey Bay Area, San Francisco Bay Area and the California central coast as well as Oregon and Washington DC.

Interested in tax preparation and planning? Find out more

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Interested in wealth cycles? Find out more