Do you ever run out of money before you run out of month? Are you ever tempted to make minimum payments against your credit card debt?
Most of us have faced short term financial shortfalls. The depth and duration of these shortfalls can be managed, their impact upon your life minimized by gaining an understanding of your spending patterns and using that understanding to do thoughtful planning, implementing a plan and then tracking adherence.
As your personal business assistant, I will turn your financial information into easy to read reports that will help you gain that understanding. We will then work together to get your month-to-month cash flow situation in-line with your financial needs and goals.
My goal is to provide just the right amount of assistance for each of my clients based upon their individual or family needs.
The services I provide include:
- Ensure that your bills get paid on time.
- Balance and maintain your checkbook.
- Organize your records to make tax preparation easier.
- Keep a watchful eye for billing errors or signs of identity theft.
- Prepare a budget plan and provide periodic reports.
- Review and record any other financial activity.
- Interact with your other financial professionals, such as CPAs, insurance agents, financial planners, and trust officers
Why I'm working with Steve Rhode & Myvesta
Steve Rhode and I share a passion for helping people live abundant lives through education and guidance in matters related to money and spending. He has personally guided me through the process of my alignment with Myvesta, patiently addressing all of my questions and concerns. I am very excited about this new opportunity to reach out beyond the borders of my community with the resources of Myvesta helping me to better serve you.
