Who We Help

 

We understand that money matters are personal. We also understand that the lack of ability, knowledge, time or even desire can make daily financial responsibilities daunting for many people. Our focus is financial tasks and organization. Shouldn’t your focus be on the areas of life that bring you joy?

Let us know if any of these challenges sound like you and if having a sounding board to assist with making personal financial decisions will help with your financial journey.

Budgeting & Spend Analysis Services »
Bill Payment Services »
Financial Organization »

Steps We Take »

 
  • Do you make a good income, but are still frustrated having no idea what your money gets spent on?
  • Do you need a spending plan for your money, so you are in control of your money instead of your money controlling you?
  • Would you like to have financial coaching sessions that are tailored to your financial situation?
  • Do you need a sounding board to brainstorm a major life decision to determine the impact to your finances?
  • Do you need a better process in place to separate out business and personal finances to maximize tax deductions and have accurate reports for your business?
  • Are you wanting to focus more of your time on serving your clients as opposed to managing the finances of the business?
  • Has your business outgrown your current workflow of managing income, expenses, payroll, invoicing or client data and in need of a new process?
  • Do you find yourself buried in the financial affairs of your parents?
  • Have you recently noticed bills, mail or collection notices piling up at your parent’s home that are unopened or unpaid?
  • Could you use extra support with finances after a recent illness or disability to allow you to focus on your health?
  • Do you want to stay in the driver’s seat of your personal finances but want an extra set of eyes to help navigate your financial matters and protect you from scammers?
  • Do you want to remove the burden from your loved ones of trying to find accounts and important paperwork after you pass away by having this organized in advance?
  • Do you desire assistance with financial matters as your busy schedule or frequent travel calendar keep you focused on other matters?
  • Do you want to stay connected with your finances, but need someone to get your financial life organized and digitized to be with you on the go?
  • Are you recently single or widowed and need support in managing your personal finances?
  • Are you newly married and feeling unsure on the best way to merge finances?
  • Do you want to free up time by handing off bill payment in your role as trustee, executor or financial power of attorney?
  • Do you feel overwhelmed in your role as trustee and/or executor and want support managing the financial affairs of the estate administration process?
 
 

Work can be a one-time need or on-going assistance. We perform most of our work remotely, but some situations or tasks may need to be handled in-person within the Metro Atlanta Area.