The Financial Sort in Austin, TX | Services: Guide | Customized Guidance to Simplify and Improve Your Personal Finances.

Financial counseling & coaching.

Are your finances out of sorts?

Do they give you a sinking feeling? Are you drowning in paperwork?

Does discussing financial issues with your spouse cause disagreements?

You know what you want to save for, but you’re not sure how to do it?

If you are confused or overwhelmed, you may need one-on-one counseling and coaching to get your finances back on track and moving in the right direction. The Financial Sort provides individualized guidance to get your finances where you want them to be. We help you reach your goals by working together with you on a step-by-step action plan to make improving your financial life easy, completing as many tasks as possible during the appointment to minimize what you’ll need to do on your own. Some popular Guide^℠ topics include:

Streamline your finances (or if you're responsible for someone else's finances, such as caregivers or estate executors) to save time and money, e.g., eliminate unnecessary fees, reduce paperwork, keep track of fewer accounts…

Become a financially harmonious couple.

Protect yourself from financial emergencies.

Find more savings to put towards specific goals.

Simplify and improve your finances. Discover the next steps to a healthy financial life. Let us sort out your finances. Contact The Financial Sort today about our Guide^℠ service.

Some scenarios require an understanding of your overall financial picture first (see The Financial Sort Summarize^℠ service).

Shabana’s sincerity, caring and compassion are what make her different. It was comforting to know she was there for me for my money matters. Gail Miyahira

Shabana helped me set up realistic goals and get on track by saving for my retirement, emergencies and vacations. Because of Shabana’s guidance, I now have a solid financial foundation. Roberta Kokx

Shabana is an exceptional advisor. Besides being knowledgeable and hard-working, I always felt she truly cared about us as people. Kathleen Suzuki

Shabana truly saved us financially. I honestly believe we’d be in debt right now with no savings for emergencies, retirement or college without her guidance. Glennis Ooka

Shabana provided us with personalized and caring assistance from the first day we met her. Her attention to detail sets her apart. Trustworthy and an expert in her field, she exceeded all of our expectations. L. Bisquera

Our years of working with Shabana were full of fond memories. She is definitely a people person with strong relationship skills. James & Suzanne Aki

From the time of our very first meeting, both my husband and I felt at ease in discussing our financial situations. Shabana is very professional, explains things very well and is always open to any kinds of questions. James & Suzanne Aki

We always took Shabana’s advice over the many years we worked with her. Thanks to her suggestions, at this point in time we are both retired and living comfortably. James & Suzanne Aki

Shabana did a fantastic job in helping my husband and myself to meet our goals. She was always available, easy to talk to, honest, dependable and conscientious. She looks after her clients like family. Bonnie B.

I am so grateful for the wonderful advice Shabana gave me over the years to make my retirement secure and comfortable. Claudia McDonald

I had so many accounts spread out all over the place. As a busy attorney, it was difficult for me to stay on top of them. Shabana helped me consolidate my finances to make them easier to manage. Marlene Young

Thank you Shabana, from an attorney who didn't know anything about organizing her money matters! Marlene Young

We have found Shabana to be diligent, thorough and knowledgeable. She spent time with us setting up our goals and is committed to seeing that we achieve them. Cathy & Ed Martens

Working with Shabana has been a rewarding experience in every sense of the word. Cathy & Ed Martens