Handling personal and small business daily financial matters to foster a better financial trajectory. Fiscally Balanced® can take the burden of helping with daily financial tasks and creating a better financial workflow.
Fiscally Balanced®, LLC
404.865.1299
info@fiscallybalanced.com
I’m incredibly grateful to Paula and the team at Fiscally Balanced. I reached out to Paula after years of coming up short in my budget. She has a very tight and effective method to turn things around. She is very thorough, professional, competent, and effective. I have even referred several of my friends to her. Within two years, she helped me overcome the constant stress I felt about my finances. She’s had a major impact on my well-being and I honestly can’t thank her enough.
“When I started working with Fiscally Balanced I was looking for someone to take over the daily management of my finances. As a busy professional, I simply did not have the time necessary to keep up with all of my financial obligations. My finances were in disarray and a constant source of stress. Fiscally Balanced was exactly what I needed. During our initial consultation, they made it clear that they had worked with busy professionals who need money management and that I was not alone. That made all of the difference in the world.
After just two meetings they laid out their plan to get me back on track. I am happy to say that within a few months Fiscally Balanced turned my financial portfolio around. My obligations are met on time, my bank accounts look great, and I absolutely do not stress about my finances at all. They take care of everything. They keep me in the loop on any changes in my account, keep me abreast of all activity, and even suggest money-saving ideas I may want to consider. If the answer is yes, it is as good as done.
Fiscally Balanced is dependable, knowledgeable, and personable. I have referred them to pretty much every busy professional I know. Working with Fiscally Balanced is one of the best financial decisions I have ever made.”
“If you read the testimonials on Paula's website I can assure you they are completely accurate and on point. It is even hard for me to add another accolade. As a landlord in Atlanta for 27 years her help was invaluable regarding a tenant who became gravely ill. Her efforts at problem solving are superb. Her work ethic equally tenacious. Do not hesitate to present her with what one might consider too difficult a situation. Paula to the rescue !!!”
“I am very grateful to Paula for her patient and thorough work with a family member who is struggling with having to give up financial control. She is patient, kind, caring, and very willing to explain things multiple times when the concepts are difficult to understand. Paula has brought clarity and organization to a financial mess and has great ideas on how to tackle the cleanup. The guidance she has provided to both the person that she is helping with finances, and for me as the caregiver struggling to know how to help, has brought a tremendous amount of mental peace. As the caregiver, I feel very comfortable with her transparency and her willingness to quickly and thoroughly respond to questions. Removing a burdensome task from my list makes me wish I had reached out to her sooner. Thank you Paula.”
“…I cannot say enough about how truly kind, passionate, caring, professional, teaching, inspirational, inspiring, friendly, and down to earth a person she is. That is part of the magic, I think. Our relationship is one of someone that works with me, and for me, yet is like talking to a sister, that is one of my oldest friends, that also is just an associate, yet really is a friend. How she walks the line between all that is exactly why she is so unbelievably good at her job. She cannot guarantee anything of course, but I can tell you I have saved enough money already to pay for her services for at least 8 years already. We are already WELL on our way to being exactly where we want to be. Between interest rates, loans, I mean you name it and she either knows it or knows who to speak to. Her connection list of people seems to never run out. Being vetted by her should be a certificate that the contact gets to put on their business. She is that thorough. She is like that even if it is me that does some of the work myself. I was happy about that part as well. I choose exactly what she can and cannot help with. 100% customization. If I do not like the font on a spreadsheet, no kidding, it is whatever I want. I am not accustomed to this level of service. When I say she really has helped us I am not exaggerating nor was I compensated for this testimonial. I am speaking from one regular person to another. We have a future that I never even envisioned. I am less stressed and happier. Have her help you. It will work. Your kids and your future self will be glad you did.”
“For over 24 years I have been working and spending money without purpose and direction. It wasn’t until I was introduced to Paula Canaday-Daeke that I began to understand and gain direction and live to my fullest with my finances. Through Paula’s dedication I was able to set up savings, pay off debt, and develop a new respect for my finances instead of fear them. Paula, thank you for changing my future.”
“My wife and I have struggled for several years to successfully manage our income, despite earning enough. Paula approaches her clients as individuals needing personalized services. We live overseas and have slightly different needs than most of her clients, but this hasn’t affected her at all. She has shown us how to manage our daughter’s education, pay off debt, and still be able to save more than we’ve been able to on our own. She has a ‘no judgement’ approach that takes away stress and worry from us and sees to it that we learn how to manage our income to fit our needs. Utilizing Fiscally Balanced was the best move we have ever made for our finances.”
“As a Case Manager, I witnessed first-hand Paula's ability to bring order into financial chaos with a client of mine. I was impressed by her ability to explain financial principles clearly and enthusiastically so the client understood the importance of managing her money and making wise decisions. Paula has a gift for teaching others and I'm happy to see her utilizing her talents. Her clients will be fortunate.”
“At one time my finances were a daily source of stress. I was consistently ‘borrowing’ from next month’s pay to pay for this month and it was impossible to catch up. We had no money set aside for unexpected expenses. And then I heard Paula make the amazing statement that she never worried about money. That it never crossed her mind, in fact. So, we talked about my situation. It wasn’t a matter of me making enough money. It was simply a matter of planning both for the expected and the unexpected. And now, I am the one making that statement. I have a plan that I stick to. I have plenty of cushion in my budget. When the unexpected happens—no worries. It’s covered. Thank you, Paula.”
