My name is Dawn. I worked as a CPA for first decade of my career, after which I spent the next decade as a creative writer living at the edge. This has given me a unique combination of financial technical knowledge and pragmatic creative-life experience. I know what it’s like. These two experiences make me uniquely positioned to help creatives navigate financial life at the edge.

My approach to financial wellbeing is holistic. This includes the intellectual, emotional, physical, and spiritual sides of creating a thriving energy system.  My personal journey has integrated over a decade’s experience as a CPA, my own creative and spiritual journeys, as well as my search to discover a meaningful relationship with money. I would like to use these experiences to help you. Let’s create a harmonious relationship with money together, aligning both your financial and creative/wellbeing goals, making money an ally in the pursuit of your spiritual and creative explorations. I can help with:

• Tracking income and expenses

• Tracking and reducing debt

• Avoiding credit card interest and reducing interest paid on debt

• Setting up automatic savings practices

• Opening investment and retirement accounts

• Creating a living revocable trust

• Creating systems for reporting self-employment income

• Paying estimated taxes on time

• Smooth filing of income tax returns

• Creating legal business entities, like partnerships, LLCs, corporations, and nonprofits

• Setting up charitable giving practices (money karma!)

• Taking advantage of state services for low-income individuals