Services

financial coaching

focused on evaluating, educating, empowering and being a source of accountability

– assessing your current financial situation

– improving financial literacy (personal and/or business)

– identifying financial desires and priorities

– developing and maintaining healthy financial habits

– encouraging clients to reach their financial goals

– ESTATE PLANNING –

– CASH FLOW PLANNING –

– PAY OFF DEBT –

– SAVING & INVESTING –

– BUILDING CREDIT –

bookkeeping / data entry

– utilize or develop check and balance systems to ensure all data is entered accurately

– create and analyze reports and informational statements; ensure legal requirements compliance

– ensure accounts are maintained using specialized software, spreadsheets and other tools to track and manage data

– conduct routine reconciliation of all accounts

organizing / planning

– event planning

– residential or business office organization

– calendar management / scheduling

– computer / paper / records organization

– memorabilia/photo organization (like scrap-booking)