Clare Fazackerley Certified Financial Planner Professional(TM) and CPA has 20+ years' experience in tax preparationafter 20 years in consumer banking & regulation.  Now she provides financial planning services also.  She's always been on your side!

Jim Iverson, Chartered Financial Analyst®, previously worked for a federal bank regulator for 30+ years.  During that career, he learned how financial markets work and how often they present challenges for ordinary people.

Clare & Jim are serving regular folks with hourly, project-based fiduciary financial planning and tax preparation & planning.

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