Nancy A. Pyzel is an enrolled Agent (EA) with over 30 years of experience in tax preparation and planning. She also holds the Series 7 and 66 registrations, and California insurance license (0E71106).
Nancy earned a bachelor's degree in finance from CSU Fullerton and an M.B.A., with an emphasis in financial planning from Golden Gate University. Nancy worked as a manager at Tiret & Co. CPAs, a tax preparer for Kimbell, McKenna, and Von Kaschnitz (now Armanino McKenna), and a manager at Ernst & Young before joining Life Organizers, a Los Altos, CA tax and financial planning practice, in 1999. Nancy founded A Life Well Spent in 2008.
Nancy Pyzel formed "A Life Well Spent" after hearing hundreds of clients say the same thing: "I had a good year, but I don't know where my money went."
Most people have good intentions but have not defined their values and goals. We may want to save for our future and make a difference in our community and the world but are easily distracted by advertising and the spending habits of our friends. We need to set goals that are aligned with our values and make us feel good about our lives. In order to achieve our goals, we need to have a realistic, written plan so that we can tune out advertisers who try to tell us how to spend our money.
Having a plan also helps us to relax and enjoy life more, eliminating the stress that keeps us in constant "survival mode", the mental state which creates a constant desire for acquisition, as if we were starving and had to eat everything in sight.
My goal is to help you say, "It was a year well spent!"