Manage episode 252331998 series 2092656
Angela Alvig is a CPA with nearly 20 years’ experience, who works with successful individuals and families as their Family CFO. Angela and her team manage the details of their clients' financial lives, so they can focus on other priorities in their life. Angela not only helps her clients manage their real estate portfolios and other complex assets they own, she also is a real estate investor herself.
Angela founded her firm, Simplify Wealth in 2015 and leads a team of 6, providing simple, authentic solutions to their clients, to solve their financial pain points and help them meet their goals. Angela is a passionate, results-oriented financial professional with a unique combination of technical expertise, interpersonal skills, and a proactive, "make things happen" approach.
Email her at Angela@simplify-wealth.com to get her free checklist of how to get your finances all organized.
In this episode, we talk about:
- The importance of knowing what assets you have
- How to stay organized
- Why forming partnerships is important
- Understanding the tax benefits of real estate