[Fredslist] Los Angeles accountant or similar who can help with determining reasonable living expenses

[Jane Beddall]

Hello, Gotham -

I'm looking for help for a wealthy client family. One family member, a sixty-something man, is going to be supported by his family indefinitely.  Complicated back story, and no bad guys.
He's intelligent and creative, not great at personal finance, and not going to be hired by anyone. (Has lost money trying to build his own business.)

Other family members want advice from an objective professional, who has not been involved in any of this, who can help them determine a reasonable amount for him to live on. They think it's an accountant. Maybe?
I have said that any objective professional needs guidance on the parameters for deciding what is a reasonable amount to live on in Los Angeles, or anywhere else. Is it a personal trainer who comes to your house every day? Or is it a basic membership at Planet Fitness? Or a jump rope from Amazon? Probably not the last two in this case, but the family needs to give this some thought. He does have a MoneyWellness coach. But she is his advocate, not her role to be objective. I am considered not the right person for this piece because I am not an accountant or similar.

I would appreciate your ideas!

Thanks,

Jane



Jane Beddall, M.A., J.D.
Dovetail Resolutions, LLC
203.887.1160 (cell)
232 Via Napoli
Naples, Florida 34105-7110
jb at dovetailresolutions.com<mailto:jb at dovetailresolutions.com>
www.dovetailresolutions.com<http://www.dovetailresolutions.com/>
www.linkedin.com/in/janebeddall<http://www.linkedin.com/in/janebeddall>
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