John Smith

Martha Washington

Martha was our first hire and has been with the firm since 2015 as Senior Accountant. She finds it very rewarding to help clients become better organized and get them to a place where they are not overwhelmed with the accounting side of running a business. Martha has helped clients catch up with their accounting and implement smart procedures that enabled them to issue timely monthly financial statements on a regular basis. She loves camping, hiking and sitting around the campfire and says being outdoors feels very refreshing and cleansing. Martha also enjoy reading and playing bridge.

Financial Planning Advice

Martha Washington

Apr 9, 2018

Let’s look at practical tips from the leading financial planning thought leaders and professors that can help you take your 2017 financial planning to the next level, and put you on the right path to a more financially secure future.

2018 Goal Setting

Martha Washington, Jared Smith

Apr 9, 2018

Here are some financial goals to focus on in 2018—one for every month of the year. You don’t actually have to do one in January, one in February, and so on. The point is, these are crucial financial goals that deserve your attention in 2018. You don’t need to get to them all in the first week, but if you get to all the applicable goals by the end of 2018, you will have made great strides in your financial life.