Services

 

Whether you want me to teach you how to manage your money or you just want me to manage it for you, we need to meet so we can discuss your goals and how you want to work with me.

Contact me today for your complimentary consultation.

Services include, but are not limited to:

  • Handling your daily cash flow (bookkeeping)
  • Analyzing mortgages and mortgage options
  • Working to eliminate PMI
  • Paying bills
  • Making deposits
  • Reconciling bank and credit card statements
  • Setting up and managing savings plans
  • Seeking ways to increase income and decrease expenses
  • Creating a budget
  • Forecasting
  • Creating custom reports to match your needs
  • Providing referrals to financial planners and CPA’s
  • Consolidating assets and debt
  • Providing advice about raising your credit and FICO scores
  • Handling special projects such as creating savings plans, helping with the FAFSA for your college student, or applying for federal funds for certain types of veterans

The list is endless, but if it has to do with managing
money, then I can help!

Contact Betsy
Contact Betsy
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