Eva Sunderlin holds the Registered Paraplanner® designation from The College for Financial Planning and specializes in the financial planning issues of individuals making the transition between Canada and the U.S. since 1992. Based out of the Arizona office, Eva works closely with clients through the financial life planning process as well as at tax time.
During the financial life planning phase, she helps clients gather the necessary planning data which is then processed through our custom-built Canada/US financial models. She reviews and edits financial plans and assists clients in implementing the recommendations of the plan once completed. During tax season, she assists clients in gathering the necessary tax information and process this data in our tax software.
Once the returns are complete, she compiles them for client review, following-up during the year as tax events arise. Eva also doubles as our office manager and, along with Jorge, is one of the first voices you will typically hear when calling Transition Financial.