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Professional in-home financial consulting SERVICES to help you organize, simplify and improve your personal finances.
Are you a Financial Advisor, Attorney, Accountant or Mortgage Broker? Learn how we can help you get busy prospects and clients into your office.
Financial literacy seminars for EMPLOYEE EDUCATION programs and GUEST SPEAKING engagements.
Do you work in Human Resources or for a Professional Association? Offer a financial wellness benefit to your employees or members.
“I’m on top of my business, but I have no idea what’s happening with my personal finances.”
“I spend so much of my time working that there’s no time left to take care of my personal finances.”
“After picking up the kids, grocery shopping, prepping dinner, cleaning up, helping with homework and putting the kids to bed, I have no energy or time left to manage my family’s finances.”
“There’s so much I need to do to get my finances in order but I don’t feel well enough to do it.”
“I want to put my finances in order for my family before I leave but there are so many other things I need to do. How will it all get done in time?”
“We both have lots of different accounts. How do we manage them together now that we’re married?”
“I’m retiring in a couple years and want to get my finances in order so I can spend less time managing them in retirement. Where am I at now and what else do I need to do?”
“I never realized my parents’ finances were such a mess until I became responsible for their affairs.”
“I had no idea being an executor would be so much work; going through piles of financial paperwork accumulated over many years is driving me crazy.”
“The list of paperwork I have to put together is overwhelming. I don’t even know if I have an IRA!”
“Thinking about my finances makes me fall asleep, break out in hives, feel paralyzed or get a migraine.”
“on the lake, golfing, at a concert, playing with my kids, going for a jog, reading the newspaper, shopping, walking the dog, ____________ (fill in the blank).”
“I have to answer my accountant’s questionnaire and put together all my paperwork by next week.”
“I was never involved with our finances when I was married. Now I don't have a choice, and I feel lost.”
“My attorney is asking me to get all sorts of information together about my finances. I know I need to do this for my family but it’s a lot of work.”