*our mission* |
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Paula Gomez, CFP™(a.k.a. moneylady.com,) a fee-only CERTIFIED FINANCIAL PLANNER™ Practice, provides both tax preparation and personal financial planning. We are committed to providing timely, unbiased advice to people from all walks of life on an hourly as-needed basis. Through fee-only planning, we help our clients make the best financial decisions possible. Many financial advisors accept clients only if they meet certain income and net worth requirements. But unbiased financial advice is something all Americans need, not just the affluent and wealthy. We do not sell investment, insurance, or other products. You are free to select any financial services company you desire. If there are services beyond our scope, we can refer you to other professionals. If you need assistance in selecting one, it will be chosen according to your specific needs. If you have an existing relationship we will refer you back to your broker and/or agents armed with enough information to help you make appropriate investment or product choices.
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