Prospective Client Interview
Client: What kind of firm is Live Better Financial & Tax, Inc.?
Megan: Live Better Financial & Tax, Inc. was created to help clients with taxation and personal finance. The two really go hand-in-hand. Almost everything we do in life has some kind of tax consequence – even getting married and having kids. I specialize in taxation & finance for individuals and small businesses.
Client: What are your qualifications?
Megan: I was born and raised in Hawaii on Oahu and have lived in Kona for over 20 years. I have over 30 years of successful business experience in Hawaii to share with my clients. In addition, I am a certified IRS Enrolled Agent, a Financial Representative currently holding security licenses, Series 6, Series 7, Series 63 & Series 65 and I hold an active Hawaii real estate Broker’s license.
Client: Live Better Financial & Tax, Inc., that’s a long name, how did you come up with that?
Megan: It is a long name and it’s a long story, schedule a Free Consultation and I’ll tell you about it if you really want to know.
Client: What do you do when you’re not working?
Megan: I play quite a bit of tennis, I do like to golf, go to the beach, cook, hang out with my dog, Sam, and study tax law and personal finance.
Client: So you study tax law and personal finance when you’re not working?
Megan: There’s just so much to know. I have spent countless hours and many years studying everything I possibly can about the two subjects in hopes that the information I have can benefit my clients. When I can share a piece of that knowledge and it helps out a client… that’s gratifying, that’s exciting!
Client: Other than hiring you as my tax & financial representative, what other advise do you have for me?
Megan: Listen to Earl Nightingale – he has summarized all you need to know to live a happy and successful life.
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