Everyone says it: “Prepare for the unexpected.”  We all know that anything can happen at any moment that can change our lives forever.  We all know we should take steps to prepare for these types of things, but life gets busy – like really busy.  And we put things on the back burner for “another […]

November 16, 2023

Prepare for the Unexpected

Last night, my husband and I went out for dinner.  Lately we have been trying to eat healthier, with smaller portions, and cook meals at home (not only healthier, but better for our budget!).  The juicy burgers with bacon and loaded fries on the menu were too hard to resist.  And of course, they were […]

August 14, 2023

Crash Budgeting

photo of financial coach Carrie Williams

It seems to be everywhere:  the option to “buy now, pay later”.  Convenient? You bet.  Helpful? Maybe.  A good idea? Rarely.  Before you “buy” into the hype (literally), let’s explore some things to consider before you click that button.  What is BNPL? Buy now, pay later (BNPL) is a way to get your stuff now […]

May 10, 2023

Buy Now, Pay Later Risks

I’ve always loved the idea of a new year as a time to start fresh and new.  It’s a great time to start a new habit or ditch an old one.  The new year is full of potential and possibilities!  I’m a firm believer in that it doesn’t matter much what’s happened in the past […]

January 9, 2023

Happy New Year!

photo of Carrie Williams financial coach
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Rumor has it...

I used Running Valley Financial for my personal and small business tax preparation and it was an amazing experience. Not only was it simple to upload my documents but also went over my deductions and caught a few I had been missing the past couple years resulting in a better return for me. She was professional and super knowledgeable. I'd recommend her and will be filing my taxes through Running Valley next year.

- m.C.

I didn't have a good experience with my previous CPA and had to switch. Carrie is a CPA that DOES worry about clients and works with them to make sure their questions get answered. She really took the time with me to go over everything. Her great customer service and professionalism really makes a difference when working with a CPA.

- M.B.

Last year my accountant made taxes complicated, and seemed too busy to truly help me even when I made  appointments. This year I'm so thankful to switch to Running Valley Financial because everything is simple and easy to understand!

- C.C.