Daily Money Management

  • bill paying/automation
  • account reconciliation
  • collecting/sorting mail
  • organization of household documents
  • banking deposits/withdrawals
  • fraud prevention
  • review of insurance claims
  • develop spending plan
  • track spending
  • track/organize receipts and other tax documents
  • identify financial goals
  • consultation on all financial decisions
  • review of all monthly services
  • assistance changing monthly services
  • shredding documents
  • reconcile credit card statements
  • negotiate with creditors as needed
  • accountability partner
  • financial check-up
  • Other tasks as requested

Money Intensive

 

  • 100% virtual!
  • financial goal setting
  • credit review
  • determine net worth
  • develop spending plan
  • develop savings plan
  • debt reduction strategies
  • bank account strategies
  • basic insurance and tax review




Learn More

Money Monitoring

 

  • 100% Virtual
  • financial goal setting
  • credit review
  • determine net worth
  • develop spending plan
  • develop savings plan
  • debt reduction strategies
  • bank account strategies
  • basic insurance and tax review
  • ongoing monitoring of the plan
  • weekly budget updates
  • monthly & quarterly progress reports
  • unlimited consultation on any area of personal finance

 

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We can handle anything!

The service menu is not an exhaustive list!  If you need an extra hand, but do not see what you need on the menu...just ask!  We will work to meet your needs!

Service Area

All of our services are offered 100% virtually.  We are located in Sartell, MN.   If you prefer services be provided in person, you must be able to meet within a 60 mile radius of the Sartell/St. Cloud area and be willing to pay an additional mileage fee for travel time.

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Get Started Today!

Contact us Today!