We work with high net worth couples, recently divorced and widowed women (and sometimes men) to help them with bookkeeping and bill pay services. We also work with seniors who are overwhelmed with bill pay.
Bookkeeping and bill pay for high net worth couples, recently divorced and widowed women and me and seniors who are overwhelmed with daily money management. We also offer money coaching to help people to create new money habits. We work closely with the clients other financial professionals , especially at tax time.
I am a Certified Money Coach working with people to help them change their habits and views about money. Money is not only about dollars and cents, it's emotional based and together we can help them create new healthy habits. I'm available to speak to you and your colleagues about this subject.