Your Daily Money Manager

 
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Handling personal daily financial matters for those limited in ability, knowledge or time.  Fiscally Balanced can take the burden of organizing financial paperwork and help with daily financial tasks by becoming your personal CFO.

 

Meet Paula

After spending many years in corporate America and considering my lifetime passion has been helping others master their personal money matters, it seemed a natural evolution to utilize my business experience and couple it with my passion to establish Fiscally Balanced.

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My Approach

My approach is simple.  I help where help is needed.  It is different for everyone and uniquely personal.  I can share my knowledge, as a mentor, allowing you to handle personal matters yourself with new skills and confidence, or I can take on all or some aspects to grant you time and freedom for other things.

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Services

Do you need help... Managing your daily financial obligations?  Analyzing your historical finances?  Planning your financial future?  I can take the burden of organizing financial paperwork and helping with daily financial tasks by becoming your personal CFO. 

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What to Expect

Your first consultation is complimentary. In this call, we decide together if we are a good fit. I listen to your situation and concerns, and will tell you honestly if I can assist.

 

Testimonials

 
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Frequently Asked Questions

Find answers to the questions we are asked the most!