Does the thought of balancing your checkbook make you want to run for the hills? I better not even mention that awful 6 letter word. You know, the one that starts with a b?
If your personal finances need a better process in place, we’d love to help you out. We work with busy individuals and families to keep your finances organized, build a budget and make sure bills are paid on time!
Not sure where all your money is going? Keep trying to put some aside but it never seems to make it there? Checks & Balances has created a simple process to help evaluate your finances and set up a plan so you can start putting money where you want it.
We can take 3 months of your financial data, compile it and present it in simple reports so you can see exactly how much you have spent and where for that period (I know it sounds scary, but we are nice which makes it less painful). People are always shocked to find how much they spend on groceries, or their kids school, or even those morning coffees and occasional lunches.
Because we customize, we can’t quote you a price without getting to know a little about you first. So please, while it’s right at your fingertips, leave us your information and we’ll get back to you quickly to set up a time to chat.