Individual Performance

Wealth measurement: Bankers do it. Accountants do it. We take a better approach and teach you how to do it. Possibly the most important aspect of financial literacy is how we measure our personal wealth. You can fool others, but don’t fool yourself. We will also take a look at how best to plan for the future and monitor your present financial situation. As CPAs we are in a unique position to talk about this most personal of topics, personal wealth measurement.

Bottom Line CPA does not sell investment products: We don't sell insurance, we don't sell pension plans, we don't sell investment alternatives. We truly protect our independence so that we may be your unbiased 3rd-party sounding-board.

Will you out-live your retirement savings? Will you have enough income to retire and live in the manner in wich you have become accustomed? What will the tax ramification be of different investment alternatives? We can help you perform this evaluation.

We also encourage you to use personal financial software. Contact us for alternatives and training. Financial literacy requires action. We are here to make it easy and help you achieve your goals.

Contact us for details. Jacob@BottomLineCPA; 614.408.8354

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