At Dawkins Financial, I’m always looking for ways to better serve my clients. My short-term professional goal is to earn the brand new Tax Planning Certified Professional designation by the end of the year.
No, I won’t be preparing tax returns or becoming a CPA but this designation will sharpen my ability to help clients identify tax-efficient strategies. It’s all about being mindful of not just growing your assets, but also keeping more of them in your pocket.
Hold me accountable on this journey… I’ll keep you updated as I work toward achieving it!