We offer both one time solutions and ongoing services - to fit your needs.

Hourly Rate: $125

Our billing rate for all services is $125.00 per hour.  Included in our fee are the materials needed to keep you organized.  Any additional costs (such as postage or printing) will be passed through at cost.

What can we do for you?

Below are some service packages that can be provided and/or
modified to fit your daily money management needs.

Checks and Balances

This package will help you learn how to balance your checkbook and pay your bills.  We will help you identify when your bills are due and give you a system to keep track of them.  We will also show you how to review your credit card statements for accuracy and provide basic budgeting worksheets. If you enrolled for online banking we can also help you set up payments through your bank or financial institution. 
The estimated time in this package is 3 hours.

Simply Started

The package is our all inclusive starter which gets you organized, protected, and well on your way to controlling your own finances.  We are here to help you understand your finances and empower you to control your future.  The Simply Started package includes the Checks and Balances, Organization and Identity Theft Screening packages below.
The estimated time in this package is 5 hours.

Organization- Tax

Sometimes getting organized is the hardest part.  With our tax record organization package we will provide you with a filing system to keep track of your tax documents and receipts.  We will also review your bank and credit card statements to help you identify items that may be tax deductible and therefore should be saved. 
The estimated time in this package is 3 hours.

Identity Theft Screening

We will start by helping you get your free annual credit report.  From this report, we will show you how to read and understand the information and determine if it is correct, but most importantly tell you how to fix errors.  This is a one-time screening service and does not include on-going monitoring.
The estimated time in this package is 2.5 hours.

Let's Get Started