Due diligence is guaranteed. Whether it be monitoring expenditure behaviors to working with your professional network, rest assured you are always in control.
Daily Money Management
Daily Money Management involves balancing checkbooks, paying, and reviewing bills, organizing mail, tracking expenses, notary services, and banking needs. Services are offered custom to your preference. Services can be accomplished in your home or remotely and will only be done in a way that makes you feel comfortable and at ease. You are always in control of your finances.
Financial coaching involves a personal way to accomplish what you need. This is not a cookie cutter program. The main goal is to identify what is sustainable to you, so you get results. This program involves a deep understanding of your triggers by practicing patience with trial and error. Only then will the program benefit your financial health. Financial coaching involves needs that include automating, tracking expenditures, paying off debt, creating a savings, fixing your credit, investing, and giving back. Monitoring will be conducted by weekly check-ins and meetings can be done in your home or remotely.
The best way to build wealth is slowly and consistently. Time is your most valuable asset. What you choose to invest in is your own personal decision. Retirement, stocks, mutual funds, life insurance, children education plans, real estate, annuities, etc. are just some of the many opportunities you can take advantage of to grow real wealth. Please know that I am not licensed to go into specifics or recommendations when it comes to investments.