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.
404.865.1299
info@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.
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Serving —
The Metro Atlanta Area
And Virtual Clients
