I'm here to help you:
* Get organized and spend less time
worrying about your money
* Learn strategies to live within your means
* Increase your FICO score
*Figure out, "Where does my money go?"
* Ensure bills are paid on time, reduce fees, and create a plan for financial health
* Make the most of what you have
* If you're a caregiver, we can help lift some of the burden of financial management
Every client has a unique set of circumstances.
I can help seniors manage bills and make sense of piles of paper.
I can help a couple set reasonable goals and create a plan to meet them.
I can provide tools for young adults to create good habits for life.
What are your needs?
During a free initial consultation,
I will listen to you, evaluate your situation and develop a plan just for you.
to get your finances in order.
* Money Manager: Monthly sit down meeting to handle necessities: pay bills, balance check book, review health care expenses and identify any upcoming challenges.
* Annual Plan: Comprehensive review of expenses, revenue and goals. Utilize on-line tools to create a dynamic, proactive cash-flow plan. Identify money-saving strategies and debt-reduction tracking. Periodic check-ins to track progress on goals.
* Account Manager: Need more support? Develop a financial plan and let us manage the day-to-day tasks, provide on-going support, and rewards for meeting your goals!