It’s easy to get caught up in all of the activities and responsibilities of our day-to-day lives. And yet we need to think about the future, especially with respect to our financial well-being. For a modest investment of your time to help us get to know you and the life you want to create, we’ll help you craft a financial roadmap to meet your obligations, manage risk, and build wealth.
BILL PAYMENT
Assistance setting up systems to pay bills automatically online. Never get another late charge. This systems can be setup regardless of bank used and are accepted by almost all creditors, utility providers, etc.
CREDIT CARD ITEMIZATION BY CHARGE
Systems for getting in depth reports of all transactions processed on a card or an aggregate of cards explained. These transactions can help you better budget and avoid duplicate or inaccurate charges.
BANK AND CARD RECONCILIATIONS
Learn how to automatically have transactions charged to a card or bank account entered into QuickBooks (or other popular accounting applications). Discover how to investigate and resolve discrepancies and how to create templates to speed up future imports.