Cover Your Assets

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835 W. Warner Road, # 101-466
Gilbert, AZ 85233
602-717-4361

Expires: December 31st, 2012

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Financial Consultant - Income Tax Planning - Certified Divorce Financial Analyst $150.00 an hour

I think most of us could use a little guidance when it comes to our finances. Whether it’s basic household bills and budgeting, income taxes or maybe guidance should the unfortunate divorce arise.

Belinda Daniel has been teaching and helping people navigate their way though the financial maze for fifteen years. She said, “For me it all comes down to educating my clients. I want to prepare them to move forward on their own, making sound financial decisions, with the tools that I give them. I feel so many adults have not been exposed to enough education in this area. I am so passionate about educating people, in this arena, that I also teach at the Chandler Gilbert Community College though their continuing education dept.”

Belinda is a financial consultant. She can help you with personal income tax planning, as well as preparation. She wants you to know that with her service the average income tax return costs only $150.00 to $200.00. She will also help you better position yourself for next year’s tax return and teach you how to maximize your allowable deductions.

She can also help you set-up your household finances and a budgeting system. She will teach you how to organize and keep track of all your cash flow. Most importantly, she will teach you how to understand you daily spending habits, which is fundamentally the key to controlling any budget. The cost for this service varies, but starts at as little as $200.

Belinda is also Certified Divorce Financial Analyst. She works with individuals or couples who are contemplating, or in the process of divorce to make educated decisions on their financial settlement. Belinda said, “It’s so important to understand things like; the short and long term tax consequences and pension valuation. I prepare a series of reports that will forecast many years into the future to show the different scenarios and how each will play out over time.”

Belinda said, “I always travel to my client’s home to work with them. I know my clients are more comfortable there and all their documents are readily available and I never charge for my travel time.”