"Together we will build a bridge, from where you are to where you want to be – financially."
At our first meeting, if you are interested, I will help you to create a realistic spending plan (budget) and I will show you a simple way to live on it. I will also help you determine your net worth (your assets minus your liabilities). I do NOT charge a fee for these services. It takes about an hour and a half to complete these tasks. And if you think you can take it from there, you won't need my other services.
However, if you decide to hire me as your personal Money Manager, I will do the following for you:
- I will pay your bills for you.
- If you have any debts, we will work together to set up a realistic and achievable debt repayment plan so you can be completely debt-free in the near future.
- Together we will set up a savings plan so you will have money set aside for vacations, auto repairs, Christmas, emergencies, etc..
- And finally, if you have a generous heart, I will help you to decide which organizations you want to support with your charitable gifts.