Starting off on the right foot
Whether your passion is dancing, bowling or snowboarding, you know how important footwork can be. When you get it right, your movements feel effortless, graceful and exact. But sometimes you need a little help getting there.
Merriman Berkman Next is here to help you get your money and finances where you want them or need them to be.
Often that first step is figuring out what you need to achieve right now. Do you want to stop living from paycheck to paycheck? Do you need to start a savings plan? We can help you do something that's realistic and achievable for you. We can help you get the money and tax sides of your life under control--while building a head of steam to what's next.
One key is thinking a little bit ahead so that you get what you really want out of life. If you're just starting out or starting over, you'll appreciate our passion for getting you headed in the right direction.
Tax management services
Year-round tax strategies and planning for wherever you are in life » Learn more
While taxes are one of the dreaded inevitables in life, they don't have to be a point of major stress for you from January through April. We approach tax management through a "what can you be doing all year long to keep the most amount of your money" line of thinking. And "how can you feel better about the taxes you are paying?"
"The time to repair the roof is when the sun is shining" - JFK
"The time to do tax planning is before tax season." - Merriman Berkman Next.
Our tax specialists and CPA's are professionals in the tax law and can help you interpret it appropriately for your situation. They can also sit down with you and walk through a comprehensive review of your tax situation, outlining specific strategies to help you take control of April 15th.
Money management services
Financial planning: the what, why, how and where of money management » Learn more
Our money managers have seen it all and they understand the challenges people face with their money every day. We approach money management from where you are, with the goal of getting you to where you want to be - no matter where that is. We can work with you to lay it all out on the table, assess your situation, define your needs, and map out a plan to get you there, utilizing our entire team of professionals in debt management, taxation, saving, budgeting, investing and more.
Just need a little help to get started? We can do that too.
We can help you eliminate debt, develop a workable monthly budget, or decide the best way to invest monthly discretionary income. Your money manager can find solutions or just help you get clarity around your money - to help lessen the stress and anxiety of everyday living.
Free Initial Consultation
Interested in meeting with one of our money managers for a review of your financial goals?
Click on the city name to register or view the schedule, complete with full descriptions of our free workshops.
The ALL NEW Live it Up Without Outliving Your Money
Federal Way, WA 5/14/2008
Berkeley, CA 5/17/2008
Portland, OR 5/20/2008
Edmonds, WA 5/22/2008
Mercer Island, WA 5/28/2008
Bellevue, WA 6/21/2008