We believe everyone deserves financial peace of mind! That’s why we exist to help our clients feel better about their finances. We do this first by educating, then by designing personalized, creative and easy to implement solutions.
We understand that every financial decision you make impacts your taxes and vice versa, and we want to make your financial decisions less stressful. Sometimes this requires education, sometimes an expert to “sort it out” – but most of the time it takes asking the right questions and listening to your answers. That makes our services personal – focused on you.
The financial world is convoluted, and becoming more so. Many times a move to solve one problem only serves to create another. It requires a good understanding of both taxes and finance to make progress, and avoid traps. That’s why our strategies are creative; one size can’t fit all.
Even the best strategy is useless until implemented. Intellectual, logistic and emotional concerns must be satisfied to motivate action. You won’t feel better about your finances if you can’t do it – so our solutions are easy to implement.
We believe you’ll feel better about your finances by getting the results you want. Making our services personal, our strategies creative, and our solutions easy to implement is the best way we know to make that happen!
Chris Basom, CTRP – Managing Partner
Chris began preparing taxes professionally in 1983. From 1979 to now he has also held licenses to sell insurance, securities, and real estate. He has worked in venture capital, mergers and acquisitions, personal financial planning, and accounting, all the while self-employed right here in Orange County California.
In October of 2013, Chris was elected to the Board of the California Chapter of the National Association of Tax Professionals. Back in June of 1980 he joined the International Association of Financial Planners and served on the Orange County Board of the IAFP in 1982-1983. Chris is also a certified open water diver, ASA certified sailor, AYSO National Coach, and former marathon runner.
Born in Ann Arbor, Michigan, Chris lives in Mission Viejo with his accomplished wife Trish Elliott. He has been active in local youth sports as a referee, coach and board member.
Howard Dubin, RTRP – Senior Partner
As Founding partner of Your Money Matters Inc., Howard has been providing individuals and businesses with tax information and financial planning solutions since 1981. With a client-centric approach to asking the “right” questions and developing custom money strategies, he has been able to implement plans that maximize tax saving and build wealth.
His background is more diverse than others in the profession. Howard has owned and operated a tax and financial planning practice, retail stores, entertainment businesses, a manufacturing company, and post-production facilities. He’s also taught classes at Saddleback Community College and conducted seminars throughout the West for consumers and financial professionals. This broad experience allows him to relate to your unique circumstances and confidently conceptualize and utilize a variety of successful financial tools.
A native New Yorker, Howard has lived most of his life in Los Angeles and Orange County. He manages Your Money Matters Los Angeles office.
Cathy L. White, EA – Senior Associate
Cathy joined Your Money Matters in 2007 and earned her Enrolled Agent designation in 2013. Known as “America’s Tax Experts”, Enrolled Agents are licensed in all 50 states by the US Treasury Department. They not only prepare tax returns, but can also represent taxpayers before all administrative levels of the IRS. Cathy likes to say “I stand between you and the IRS.”
Cathy is passionate about her clients’ future financial success, and in assisting clients in accomplishing their individual financial goals. Helping clients attain financial independence, all while reducing their tax liability. Cathy is Your Money Matters Inc.’s international filing expert and our go-to tax professional for IRS audit representation, non-filer assistance, and tax penalty abatement.
When she’s not speaking tax, you can find Cathy at the local farmers’ markets sampling the wide variety of fresh fruits and vegetables, hiking the local trails, working in her California native plant garden, and spending time with her husband, Peder. Sometimes you can even find her at the local yoga session or nail salon.
Conrad Basom, CTRP – Associate
Conrad grew up in the tax and financial planning industry, first working at Your Money Matters Inc. while attending Tesoro High School. He graduated from Cal State University in Fullerton in May of 2011. He joined Your Money Matters Inc. in May of 2014 as an Analyst. He earned his CTRP, Life and Disability Insurance license, and Notary public all in 2014. He was promoted to Associate in September of 2015 and earned his MLO license in January of 2016.
Right out of college he owned and operated his own personal training business for three years. He experienced many of the victories and defeats of small business ownership. From this experience he developed an understanding of the challenges and struggles his clients face in their daily financial lives, and a unique perspective of the opportunities they have.
Conrad lives in Laguna Niguel with his wife Allison and daughter Blair. They love to travel; he works to gain a finer understanding of the Marvel Universes, and to hone his gaming skills, while continuing to entertain the future goal of competing in an Ironman Triathalon.
Kent LaLonde, CFP
Kent is a Certified Financial Planner, a Registered Representative with FINRA, and a Registered Investment Advisor Affiliate. His primary objective is to reduce portfolio risk without sacrificing investment returns.
His method is to use a wide variety of investment vehicles and asset classes. As an Independent Financial Planner, he is not limited to any one company’s products or services. He is proud to be able to “shop the market” for the best options available.
Kent lives in San Clemente with his wife Gina and two boys Jack and Wyatt. Gina is also securities licensed. He enjoys coaching his boys’ teams, outdoor activities, playing ice hockey and kite surfing.
(Securities offered through CFD Investments, Inc., Registered Broker/Dealer, Member FINRA & SIPC, and Advisory Services offered through Creative Financial Designs, Inc. Registered Investment Advisor, 2704 South Goyer Road, Kokomo, IN 46902 (765)453-9600. Your Money Matters Inc. is not owned or controlled by the CFD companies.)