You
earn it, I’ll track it.
You might spend a few Saturdays paying bills, trying to get late fees
reversed, and figuring out how long it will take to pay off that credit card.
If this idea doesn’t thrill you, it’s because tracking your finances
can be an overwhelming task — especially if it’s done sporadically.
Whether you’ve got a lot more money than time, or a little more time than
money, good money management takes time, know-how, and regular maintenance.
How
does it work?
Each client’s needs determine the approach I use.
Services include: online and/or manual bill-paying; you pay your own bills and
I track the income and expenditures; or something in between. Tracked through
Quicken for year-end tax purposes.
Not living in Lexington or San Francisco?
Client work is done mainly off-site — we’ll discuss if remote work will
satisfy your particular circumstances.
I manage your finances on a regular
basis and in a personalized manner by:
- Paying your bills on time
- Tracking
your income and expenses
- Showing you where your money goes so you can
make better choices about spending
- Short-term planning
- Avoiding
those nasty late fees and finance charges
- Catching incorrect bills and
credit card charges (they do happen!)
- Managing and preparing accurate
year-end reports for tax purposes. No more bags of receipts at the end of the
year!
organizing
money management