Happy 250th Anniversary America!
Handling your finances
IS A CHORE.
So is disputing a claim with health insurance. How about filing & maintaining your paperwork? Tracking expenses? Gathering tax documents? Running a budget? MAYBE YOU HAVE BETTER THINGS TO DO! Or maybe you're having difficulty managing. Either way, you are not alone. Let me free you from your financial chores!
Financial organizing Services
Mail | process it
Bookkeeping | keep track
Mail | process it
Process mail, email & texts
Reduce junk mail
Change of address
Prepare correspondence
Bills | pay them
Bookkeeping | keep track
Mail | process it
Review, prepare and/or pay bills
Monitor accounts
Set up autopay
Negotiate with creditors
Assist in budgeting
Banking | manage it
Bookkeeping | keep track
Bookkeeping | keep track
Monitor accounts
Reconcile statements
Make bank deposits
Bookkeeping | keep track
Bookkeeping | keep track
Bookkeeping | keep track
Organize financial and tax transactions
Keep track of spending by category for budgeting or tax purposes
Quicken & Quickbooks management
Record Keeping | sort it out
Estate Management | before/after
Medical Claims | oversee them
Organize financial and tax documents
Organize health records and expenses
Medical Claims | oversee them
Estate Management | before/after
Medical Claims | oversee them
Review medical bills and insurance claims
Process payments and obtain refunds
File insurance claims and appeals
On Your Behalf | get it done
Estate Management | before/after
Estate Management | before/after
Interface with financial, legal, service, accounting and other professionals
Estate Management | before/after
Estate Management | before/after
Estate Management | before/after
Prepare and manage estate or probate financial paperwork and tasks
Pre-need financial organization
Budgeting | stay focused
Financial Coaching | reach goals
Financial Coaching | reach goals
Create budgets and manage your spending
Financial Coaching | reach goals
Financial Coaching | reach goals
Financial Coaching | reach goals
Identify and reach your financial goals (No investment advice provided)
Quicken/Quickbooks | master them
Financial Coaching | reach goals
Quicken/Quickbooks | master them
Set-up and learn how to utilize Quicken and/or Quickbooks to manage cash flow, categorize transactions and pay bills.
Financial Literacy | learn it
Financial Coaching | reach goals
Quicken/Quickbooks | master them
Learn how to manage your daily finances yourself
What You Can Expect Working With Me
When you work with me, you can expect RESULTS! You can also expect compassion, respect and strict confidentiality. I take the time to understand your personality and how you like to work. For daily money management projects, I handle partial to complete management of daily finances and bookkeeping. For consulting/coaching projects, I act as your guide throughout the process, offering advice and assistance. In both cases, you ultimately retain complete control.
After a free phone consultation and a paid in-depth consultation, I offer organizing, consulting & coaching services on a hourly basis. No hidden fees. No pre-paid commitments. Work with me as little or as much as you'd like. You are in control of your budget.