Personal Financial Consulting & Coaching
As your personal financial consultant I will help you build your skills and confidence in managing your money.
Instead of spending recklessly or needlessly denying yourself, I can help you make financial choices according to your values and goals. I can help you anticipate and address financial decisions such as how to handle your finances alone or with your partner, after a divorce, death, or wealth inheritance. You can achieve ease in financial matters, clear up debt, or enjoy your earned or inherited wealth.
You will have a trusted contact to handle your daily money matters. I will pay your bills, keep track of your spending, alert you to potential fraud, and provide reports to you and your accountant.
Think of my services as "Bill Pay Plus." I will custom-design my services to meet your daily money management needs.
As part of my daily money management services I can:
- Pay bills
- Track your spending
- Organize and maintain your financial papers
- Assist with financial paperwork (loans, mortgages, etc.)
- Make bank deposits
- Transfer funds
- Handle payment questions or disputes with vendors
- Investigate fraud and provide advocacy
- Provide you and your financial service providers with customizable reports on your spending, saving, and investments
- Accumulate and send year-end data to CPA
- Assist with paperwork required for loans, or purchase or refinance of property
- Interact with other financial professionals, such as bankers, CPAs, insurance agents, financial planners, and trust officers
Why I'm working with Steve Rhode & Myvesta
I have long been a fan of Steve Rhode and Myvesta. He has helped thousands of people around the world with his tools, resources, solutions, and common-sense approach to money management issues. Myvesta and I share many of the same goals to help individuals and couples obtain assistance in managing their money, getting out of debt, and living comfortably with their money. Affiliating with Myvesta enables us to build on our strengths and offer a wider range of services to more people.
