Here are some examples of how I help people with their financial tasks, giving them the gifts of time and peace of mind.
In this short video I provide an example of how I work with a hypothetical recently divorced man until he can confidently manage his financial tasks.
In this short video I assist two very busy people with their financial tasks, giving them the gifts of time and peace of mind. Their financial affairs are kept current, organized and visible so everyone knows where things are and where things stand, past, present and future.
In this short video I share statements you may hear in the course of normal conversations with clients, colleagues, friends and acquaintances that are really cues the person would benefit by having a daily money manager working for them.
In this short video I discuss how I add value for my clients by uncovering savings opportunities. I help you save money and make informed decisions by diving deeply into the details of your financial life.