My goal is to help you better handle your money issues. I’d like everyone to think, “I am doing a good job with my money and feel comfortable with the choices I make.”
After more than two decades working in economic consulting, I started Frequently Taxed Questions because I love to work with people, not giant corporations. I believe a DIY-approach to finance works very well for most people, and having a genuine understanding of your own money situation is the foundation of financial empowerment. My clients want to improve how they manage money and just need a little guidance from someone they can trust. My goal is to provide a high-touch service at a price point almost anyone can afford.
Many clients find that a single coaching session gets them where they want to be. Personal finance can be complicated, but it doesn’t have to be. I welcome and want to work with diverse clients of every type and I hope I will hear from you!
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Each week, the Boring Newsletter discusses a personal finance topic with an emphasis on the boring stuff that really matters to financial security. What really matters? Spending less than you make, having insurance, keeping investment costs low. What does not matter? Daily market gyrations, learning options trading, understanding fancy jargon. Safety is not exciting! But it is necessary. Then, you build for your future.
Free! “Tax Me Anything” Virtual Sessions
I invite you to join me for a free ask-me-anything session via Zoom on the second Saturday of every month, 11am-noon ET.
Meeting ID: 897 1710 3456
How to join:
- Open the Zoom app or the web browser version
- Go to the search bar or click “meet” and then “join a meeting”
- Input the meeting ID and a link will come up to join
What Some Clients Have Said:
“There had been a bunch of financial questions hanging over my head for years but I didn’t know who to ask. In our session, Stephanie went above and beyond answering them to give a thorough understanding of the ‘why’ behind the answers. It’s obvious from speaking with her that she is extremely knowledgeable — but she made it easy to understand for someone like me who isn’t.
Now I feel like I have a solid plan for how to better handle taxes, savings, and investments going forward. Since meeting with Stephanie, I am much more confident about the direction my financial life is going in. I’d highly recommend her services!”
– Jolene
“Stephanie’s knowledge is invaluable. I’m a full-time graphic designer who freelances on the side. This has always tripped me up when doing my taxes and googling my questions was totally overwhelming. Stephanie on the other hand explained in detail how extra income works, how to estimate my quarterly taxes, where to do it, and more in such an easy way to understand. Thank God she did because my freelance work increased significantly and thanks to her I was able to confidently estimate and pay my quarterly taxes on my own.
It’s clear that knowing and sharing all things personal finance is something Stephanie is genuinely passionate about it! I truly would not have known where to start without her—her guidance is clear, comprehensive, and empowering!”
– Jenn B.
“Working with Stephanie was so helpful! She helped boost our knowledge about some foundational financial questions, which helped us see our money options in a clearer light. Our discussion helped draw different financial threads together and got us out of the paralysis of not knowing enough to act.”
– Andrea
Want to work with me? E-mail me with your interest!
Let me know what you have in mind and, if you have possible days/times in mind, share that too!
Frequently Taxed Questions 