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The Personal Professional
The Personal Professional Program seeks to provide on-going quality household financial services at an affordable rate. You can outsource the paying of your monthly bills and the management of your accounts. Since it is an on-going relationship, each month we will address new areas. We will help you build and track a budget. We will help you evaluate your insurance coverage. We work with you to ensure you have an adequate will, living will and durable power of attorney. We will help you evaluate and monitor your retirement accounts. We will help with college funding issues. We will come along side you with practical financial decisions like should I buy or lease a car. Call to discuss this program and see if the fee is worth your new found free time. |
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Do you have better things you could be doing than your bills? Do you know you ought to reconcile your checking account but decided it is easier to just check your balance and periodically close accounts? Would you like to know where your money is going? Would you like to have a budget but don’t know where to start? Has your only input regarding your insurance coverage come from the people selling the policies? Has your method of selecting investments for your retirement plan included the phrase "enee, menee, minee, moe?" Have you ever wished you could hire a Professional to help manage and maximize your personal finances? Now you can.