My mother once had difficulty describing exactly what it is that I do. She was catching up with an old friend over the phone and proudly reported on my sister's job as a physical therapist. She detailed her job responsibilities, the therapies she offers, her hours, and even her supervisor's name. Then came the inevitable follow-up question: "And what does Monica do?"

My mother stumbled for a moment before responding with a half-hearted, "She's a finan..." That moment has always stayed with me and I've often thought of designing a business card that simply reads "Monica Haven, Finan..."

In truth, I offer a wide variety of services. Tax preparation, planning, teaching, writing, estate planning, and elder-care are just a few of the many services I provide. So, in a nutshell, my job is to listen and then offer solutions. To put it more accurately, I'm Monica Haven, EA, JD, LLM - your one-stop source for financial advice and assistance.