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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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