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.
Paula K. Canaday-Daeke
Owner | Fiscally Balanced, LLC
706.927.8659
paula@fiscallybalanced.com
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. If I cannot, I will aim to find the resource that can. If we determine that my services are in line with what you are looking for, you will complete a questionnaire based upon the services needed, or I am happy to complete it for you with your assistance. After that, I will furnish you an Engagement Letter to sign that outlines the expectations from each of us. Then my work for you begins!
My work can be a one-time need or on-going assistance. I can work remotely or in person at your home or workplace. This is dependent on individual needs and the services selected.
Frequently Asked Questions »
Schedule a Complimentary Consultation »
Serving —
The Metro Atlanta Area
And Virtual Clients
