Financial Organizing
Do you find yourself constantly overwhelmed by the demands of managing your personal finances or small business accounts? Our financial organizing service is specifically designed for busy professionals, families, and small business owners like you who are craving more time for the activities they truly enjoy. By implementing effective systems and techniques, we will streamline your day-to-day financial tasks such as expense tracking, bill paying, account balancing, and organizing statements. With our assistance, you will always be in the know about your financial information, empowering you to make informed decisions and reclaim control over your time.
Our Services:
1. Personal Finance Organization: Are you drowning in a sea of bills and paperwork? Our personal finance organizers will create a streamlined system for bill payments, expense tracking, and document organization.
• Benefit: Enjoy peace of mind with your finances in order, and never miss a payment again.
2. Budgeting and Financial Planning: Let our experts craft a customized budget and financial plan that aligns with your goals. Whether you’re saving for a vacation, a new home, or retirement, we’ll help you get there.
• Benefit: Achieve your financial dreams with a clear roadmap to success.
3. Debt Management: Struggling with debt? We’ll develop a debt reduction strategy that fits your budget and lifestyle, helping you regain control of your financial future.
• Benefit: Reduce stress and work towards a debt-free life.
4. Investment and Savings Guidance: Maximize your investments and savings with our professional advice. We’ll help you make informed decisions about where to grow your money.
• Benefit: Watch your wealth grow as you invest wisely.
5. Small Business Financial Organization: Small business owners, we’ve got you covered. Our experts can streamline your business finances, ensuring accurate records and efficient financial processes.
• Benefit: Focus on growing your business while we handle the financial details.
Reclaim your time and take control of your finances with one of our financial organization sessions!
Minimal Assistance
Virtual Sessions- Initial consultation
- Personalized plan of action with product recommendations
- Includes up to 2 hours of virtual assistance
- Plus up to 1 hour of follow-up support via phone or text
- Access to online scheduling system
Moderate Assistance
In-Person Session- Initial consultation included
- Personalized plan of action with product recommendations
- Includes up to 3 hours of in-person assistance
- Plus up to 2 hours of support via phone or text
- Access to online scheduling system
Maximal Assistance
In-Person + Virtual Sessions- Initial consultation
- Personalized plan of action with product recommendations
- Includes up to 3 hours of in-person assistance
- Plus up to 2 hours of virtual assistance
- Access to online scheduling system